The markets witnessed the best Budget-day gain on February 1 after the presentation of Finance Minister Nirmala Sitharaman’s “never before” Budget. Samir Arora, founder and fund manager, Helios Capital, in an interview with Puneet Wadhwa, says that with strong economic revival, investors will have more choices to invest, and medium-cap companies should also do well, going ahead. Edited excerpts:
How do you interpret the Budget proposals? Have the markets celebrated too soon?
This has been an economy- and market-friendly Budget, because it reflects a change in mindset and a bet on growth that we have not seen from the government to this