'Don't think there's a bubble'

Despite the ongoing correction in the Indian equity market and elevated valuations in certain segments hinting at a possible bubble, Samir Arora, Founder and Group CIO at Helios Capital, has a contrarian view. His stance is reflected in his decision to maintain equity exposure, even while managing a long-short fund. According to Arora, while India may underperform at a global level, a complete market crash is unlikely. Here's the edited transcript of the interview.