Helios Capital’s Samir Arora believes that HDFC Bank and other past compounders may struggle to maintain their growth rates in the future due to their size, and investors will need to look at newer stocks outside this group to achieve the desired returns. Looking at India as a market, Arora says it has beaten nearly every other pool of money over a long period. He predicts there will likely be a few new stocks in the financials, consumer, IT and pharma sectors that emerge to drive growth in the coming years.
