Economy We cannot walk away from the consumer theme, it’s one of the logical themes in India, says Samir Arora of Helios Capital Updated : May 22, 2019 06:57 AM IST Market unlikely to repeat the performance that it did during the first year of the NDA’s first term. When we look at the big picture, the Indian IT companies have done well. Subscribe to Moneycontrol PRO at just Rs.33/- per month for the first year. Use code SUPERPRO. Limited period offer. Available on Web and Android.