Samir Arora, Founder of Helios Capital, believes that India looks poised to benefit from any reduction in investment flows to China. While he cautions against expecting a complete shift from Chinese assets to Indian ones, he sees India as the most logical beneficiary due to investors’ frustration and disillusionment with the Chinese market. Arora also discusses his portfolio allocation strategy, with a focus on investments in the US and technology stocks. He highlights the importance of innovation in the US market and the potential for India to attract some of the capital that might otherwise flow to China. Arora also discusses the PSU sector, stating that while he historically avoided these stocks, he now holds several in his portfolio. Finally, he shares his thoughts on the FMCG sector and the importance of mean reversion in stock performance.