Want to invest for next 3-4 years the Samir Arora way? Which are the pockets?

Samir Arora, founder of Helios Capital, emphasized a diversified investment approach, stating that it is difficult to predict which companies will excel. He noted that momentum can quickly change market dynamics, and the performance of stocks like private banks and MFIs is subject to various influences. Arora also highlighted the importance of valuation and cautious stock selection.