Founder of Helios Capital, Samir Arora, says that he does not like commodities and argues against them. He believes that people wrongly perceived that China's recent opening will have a positive effect on commodities, whereas it was more consumer related. Arora also talks about the historical correlation between interest rates and growth stocks, but argues that valuations of companies with high price-to-earnings ratios are not justified by their growth rates, and hence he is not interested in them.