Reasons behind Samir Arora's gamble on defunct Internet giants Paytm and Zomato

India may lag behind China for 6-12 months if the US doesn't crash and China continues to thrive, but I expect the country to post growth of over 15% this year nonetheless. When the years are good, the returns are above average, at 13%-14%-15% annually. Samir Arora, CEO & Fund Manager of Helios Capital, predicts that his firm will end the year "plus/minus that or higher." Although the first few weeks were disappointing, it ap....