Samir Arora of Helios Capital views strong domestic institutional investor (DII) flows positively for India's equity markets, suggesting concerns about "too much money chasing too few stocks" are premature before a significant rally. He advocates enjoying strong markets and notes that equity investing is cyclical. Arora expressed caution on long-duration themes like railways, preferring new-age consumption platforms, selective defense investments, and seeing opportunities in financials and platform-led businesses for 2026.