Tech leads D-Street bound, FPI play in focusOn Friday, Indian equities bounced back, driven predominantly by a surge in technology stocks. Investors showed renewed interest in underva...
29 Aug, 2026, 09.37 AM IST
Investors pile into small, mid-caps as earnings momentum improvesInvestors are channeling significant funds into small and mid-cap stocks this fiscal year. Small-cap funds have seen inflows nearly matchin...
18 Aug, 2026, 12.49 AM IST
IT stocks recover on US tech rally, value edgeIT stocks surged on Thursday, with the Nifty IT index climbing over 4.7% and leading gains on the NSE. This rebound followed recent losses,...
03 Jul, 2026, 05.49 AM IST
Crude at $65, consumption boom, and the Rupee's new shield: Dinshaw Irani's big market callsIndia's economic headwinds are easing, with falling crude oil prices and a stabilizing rupee poised to boost the market. Helios Mutual Fund...
26 Jun, 2026, 02.35 PM IST
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...
19 Jun, 2026, 09.00 AM IST
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...
21 Aug, 2025, 01.23 PM IST
No near-term rally expected as weak earnings, global uncertainty weigh on sentiment: Dinshaw IraniHelios Mutual Fund's CEO, Dinshaw Irani, projects a steady market landscape ahead. He cites underlying economic weaknesses and global tensi...
18 Jun, 2025, 01.42 PM IST
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...
29 Apr, 2025, 08.31 AM IST
Largecaps holding steady amid midcap and smallcap froth: Dinshaw IraniHe was always concentrating on his quality of assets and that is what played out for him totally and that is why HDFC Bank is doing what it...
24 Oct, 2024, 11.17 AM IST
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...
20 Sep, 2024, 08.30 AM IST
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...
29 Aug, 2024, 12.53 PM IST
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 ...
29 Aug, 2024, 12.45 PM IST
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...
31 Jul, 2024, 01.03 PM IST
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...
20 Jun, 2024, 12.25 PM IST
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...
26 Mar, 2024, 12.25 PM IST
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...
28 Dec, 2023, 09.26 AM IST
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...
27 Dec, 2023, 04.19 PM IST