Samir Arora of Helios Capital discusses valuation, investment strategies, and risk management in the Indian market. He emphasizes the missed opportunity in the pharma sector and the underperformance of the consumer sector. He said willing to buy consumer stocks at 40-50 PE if the companies are growing 25-30% per annum for the next few years at least. That is the only thing we will buy in consumer even if the valuations are high. That is why we have Zomato and Varun Beverages .
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