Whistleblower complaints poorly handled by Infosys, says Helios Capital’s Samir Arora

Talking about the festive season, Arora said that this Diwali was much better than the last. “I have been bullish from the last month after the government’s announcement on corporate taxes but if I look at it on a day-to-day basis, the margin news is still negative," he said.

About consumption slowdown, Arora said, “In general, I am very bullish and my reason for trying to be negative is to push the government into doing more things and doing them proactively and aggressively.”

“Consumption would have already bottomed out or maybe it was bunched together, but over time, things that are slightly cyclical in nature will solve on their own and you may need a bit of action but not so much,” he added.

Speaking about bets for next 6 months, Arora said, “Right now my bet is on the budget that we have to remove LTCG, we have to cut personal taxes because I do not think these divestments are happening in 4 months.”