Exclusive: Samir Arora On Budget 2026 | Top Sectors And Stocks | Trump, Tariff & Global Risks

In this Market Masters episode on Business Today, host Siddharth Zarabi and Aabha Bhakaya speak with Samir Arora of Helios Capital. The discussion opens with positive remarks from US Ambassador Sergio Gore on strong India-US ties, ongoing trade talks, and the PaxSilica initiative, sparking a sharp rally in Sensex and Nifty.Arora views the ambassador’s comments as a welcome pullback from extreme tariff fears, providing breathing room before the Budget. He argues recent FII outflows stem from India-specific uncertainties (tariffs, geopolitical tensions) rather than high valuations, and expects a reversal with any strong trigger - like tariff de-escalation or tax relief on capital gains for foreign investors.**He remains optimistic on consumption shifting toward experiences, new-age disruptors (Zomato, PB Fintech, Policybazaar), and gold as a hedge, while cautious on IT services. Arora sees BFSI recovery underway and highlights domestic inflows’ resilience amid global volatility.