Markets need a rally first; Samir Arora on DIIs, FIIs and what to buy next

Samir Arora of Helios Capital says strong DII flows are a positive for markets and worries should come only after a rally. He explains why Helios avoids long-duration themes like railways, prefers new-age consumption platforms, remains selective on defence, and sees financials and platform-led businesses as key opportunities for India’s equity markets in 2026.