'Start nibbling': Dinshaw Irani says India's growth story is intact — and he's already buying the dipHelios Mutual Fund CEO Dinshaw Irani views the current market selloff as a buying opportunity, deploying nearly all available cash. He beli...
10 Mar, 2026, 01.15 PM 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
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...
25 Jul, 2025, 08.51 AM 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
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...
28 May, 2025, 02.26 PM IST
Muted June quarter ahead, September may offer some relief: Dinshaw IraniHelios Mutual Fund's CEO, Dinshaw Irani, anticipates a dull June quarter with potential for an uptick in September, driven by interest rate...
28 May, 2025, 01.41 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
Will FIIs drive the next market rally? Dinshaw Irani answersDinshaw Irani, CEO of Helios Mutual Fund, discusses the market's surprising rally, recent trends in consumer durables, IT, and financial se...
25 Mar, 2025, 12.08 PM 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