<ul><li>Hotel and hospitality, aviation, and food delivery sectors are preferred by Helios Capital amid uncertainty over US tariffs.</li><li>These sectors fall into the consumer discretionary category and are expected to benefit from tax cuts and favorable monetary conditions.</li><li>Food delivery companies are outperforming benchmarks and are not affected by US tariffs. Zomato Ltd. is Helios Capital's top pick in the space.</li><li>Investors are advised to monitor the ongoing tariff war to identify the real beneficiaries, but India is expected to relatively benefit due to its limited exposure to international trade.</li></ul>

Hotels, Aviation, Food Delivery Are Samir Arora's Top Sectoral Picks Amid US Tariffs — Here's Why

Discover more