Hedge fund Helios Capital has overweight positions in Indian infrastructure and bank shares as it hopes the Congress-led government's election victory will expedite reforms and boost growth in Asia's third-largest economy. State Bank of India, the country's largest, state-run Punjab National Bank, Crompton Greaves and Alstom Projects are part of Helios' holdings, and fund manager Samir Arora said it could buy more. "If you are playing the stability or policy or better government or reforms, then it has to be basically these two sectors," Arora, who manages nearly $200 million in Indian equities at the Singapore-based firm, said on Friday.   more »