Time to cut weight in mid-, small-cap stocks: Samir Arora, Helios Capital

'I see the second half of 2021 as more of a consolidation period at the index level', said Samir Arora

The primary and secondary markets in India have been buzzing with activity for the past few months. Samir Arora, founder and fund manager, Helios Capital, tells Puneet Wadhwa in an interview that there is no strong reason to believe that the generally strong equity markets will largely disappoint in the coming few years. Edited excerpts:

Equities, commodities, inflation, and global debt levels — everything is on an upswing. Do you think this will end badly for the global financial markets a few years from now?

Well since stocks and commodities have 7-10 year cycles, it is true that one day