Samir Arora, Founder of Helios Capital, discusses the performance of HDFC Bank, his investment in Paytm, and the attractiveness of PSU names. He highlights the impact of mega trends like digitisation and China plus one strategy on the Indian market. Arora also emphasizes the importance of FII flows. Many investors following trend had landed up in China and put big amounts and have burnt their fingers. They now want to come to India
