Smallcaps poised for breakout as liquidity improves, says Helios Capital’s Samir Arora

Helios Capital’s Samir Arora says India’s market has already turned, with smallcaps set to rally as FII selling eases. His new ₹470-crore smallcap fund signals renewed investor appetite. Arora remains bullish on selective new-age IPOs, Paytm, and Zomato, and expects broader market participation as largecaps stabilise and liquidity improves across segments.