Samir Arora, the founder and fund manager of Helios Capital, is optimistic about the future of the Indian stock market. He believes that the BJP-led NDA will secure a comfortable majority and present a market-friendly budget focused on economic reforms in the upcoming term. Despite his bullish outlook, Arora warns of potential downturns in the markets due to political surprises or tax hikes on equities, which could have significant negative impacts and take a substantial amount of time to recover from.