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DINSHAW IRANI STOCKS
Multibagger Paras Defence shares rocket 28% in just 3 sessions. What’s behind the stellar rise?Paras Defence shares surged 28% in three sessions, extending a strong rally driven by optimism around India’s expanding defence manufacturi...- ETMarkets PMS Talk | Dinshaw Irani of Helios India stays away from IT, doubles down on domestic consumption amid AI disruptionHelios India is steering clear of IT stocks, citing AI's disruptive potential, and instead champions India's domestic consumption. The firm...
- Defence stocks fire up! Paras Defence, BEL, GRSE, other stocks surge up to 24% in 2 days. What's powering the rally?Defence stocks extended their rally for a second straight session, with Paras Defence surging 24% in two days and BEL, GRSE, HAL, and other...
- Defence shares gain momentum on strong production and growth outlookIndian defence stocks surged as the government announced a record ₹1.78 lakh crore in defence production for fiscal 2026, a 15.6% increase ...
- Betting big on mid and smallcaps; largecaps most expensive on PEG basis, says Dinshaw IraniHelios Mutual Fund is shifting investments from large companies to mid and small companies. This move follows earnings growth trends where ...
- Markets may have already discounted short-term pain, recovery seen ahead: Dinshaw IraniIndian markets are in a good spot with constructive investor sentiment. Elevated crude oil prices are a concern, but a resolution could boo...
- Ceasefire calm sparks bargain hunting in beaten-down stocksFollowing a US-Iran ceasefire, bargain hunters are cautiously investing in stocks heavily impacted by the West Asia sell-off. Sectors like ...
- From here on, all bets are on how GST is impacting demand, says Dinshaw Irani and adds why Helios is betting on OlaHelios Mutual Fund is optimistic about domestic consumption, recently adding Ola to its portfolio due to its EV two-wheeler potential. Dins...
- Helios is avoiding auto and consumer stocks for now; Dinshaw Irani explains whyHelios Mutual Fund's CEO, Dinshaw Irani, expresses a negative outlook on the auto sector, particularly PVs, citing EV competition and poten...
- Defence sector has strong tailwinds, but valuations are sky-high: Dinshaw IraniDinshaw Irani of Helios Mutual Fund discusses investment strategies. He favors new-age companies and highlights quick commerce potential. I...
- Biggest call is to conserve money and stick to old warhorses like banks: Dinshaw IraniDinshaw Irani of Helios Mutual Fund is cautiously optimistic, favoring established investments amid market volatility. He anticipates a pot...
- IT sector still a safe bet amid global uncertainty: Dinshaw IraniComing to the biggest uncertainty, you named it in the very beginning, you said that nothing came from US today, Donald Trump did not annou...
- Fed rate cut good for EMs; don’t see any positive trigger in PSUs but bullish on private banks: Dinshaw IraniDinshaw Irani, CEO of Helios MF, discusses their strategic moves in the market, including exiting PSU stocks and maintaining positions in s...
- Once rates are cut, will commodities & high-growth companies face reversal? Dinshaw Irani answersDinshaw Irani, CEO of Helios MF, discusses India's high real interest rates and their impact on private sector capital expenditure. He beli...
- Helios has been adding IT stocks & platform cos since July-end. Dinshaw Irani explains whyDinshaw Irani, CEO of Helios MF, shares insights on the Indian stock market, focusing on the re-rating of India's PEs and the potential in ...
- Markets ought to be going down but continue to rise. Dinshaw Irani explains whyDinshaw Irani, CEO of Helios Mutual Fund, emphasized their cautious strategy, avoiding overpriced midcaps and smallcaps while favoring larg...
- Market to be volatile and move in a fairly tight range till Budget: Dinshaw IraniDinshaw Irani says that Helios has been so bullish on the financial sector that they brought out a first sector dedicated fund from the hou...
- Expect volatility in next 2 quarters be nimble and & capture possible upsides: Dinshaw IraniDinshaw Irani of Helios Mutual Fund advises a balanced portfolio approach with lower beta to navigate market volatility. He remains cautiou...
- Forget FOMO, Dinshaw Irani would avoid chemical stocks. Here’s whyDinshaw Irani says: “Among the commodity players, we do not like the cement space. We think there is enough capacity and beyond, just becau...
- Santa rally is going to continue into next year; telling clients to invest lump sum: Dinshaw IraniDinshaw Irani says: “Coming to valuations if you look at the last six- or seven-year averages, we are not too far away from this. We are no...
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