As geopolitical instability continues, Samir Arora, founder of Helios Capital, has shared his investment strategies. He advises against investing in companies that rely heavily on government contracts, citing risks related to payment delays and project uncertainties. Arora humorously noted that the biggest risk for infrastructure companies is timely government payments. He is optimistic about the capital goods and power sectors, highlighting the necessity for power in the global market, and has been actively purchasing power stocks. In the financial sector, he supports HDFC Bank, dismissing any ethical concerns following the recent departure of Atanu Chakraborty. Conversely, Arora is pessimistic about the Information Technology sector, criticizing its lack of management transparency and short-term visibility, which he believes is a significant drag on market indices.