Samir Arora, the founder and chief investment officer at Helios Capital, expressed optimism regarding market reactions to the West Asia conflict and the Reserve Bank of India's recent monetary policy meeting. He believes that the worst phase of the war is behind us, as evidenced by a rally in the markets following a period of sharp corrections, particularly in the information technology sector. Recent quarterly updates from consumer and auto companies indicate strong consumer sentiment, which supports this view. Despite potential impacts from higher oil and commodity prices, Arora suggests that the overall damage is manageable. Looking ahead, he forecasts a 15% return for investors over the next year, following gains of 7-8% in April. He also noted that while inflation and economic slowdowns may surface later, markets tend to absorb short-term impacts effectively. Additionally, he mentioned that tariff changes could positively influence market dynamics, especially for India, where tariffs have significantly decreased from 50% to 10%.