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ETMarkets PMS Talk | Dinshaw Irani of Helios India stays away from IT, doubles down on domestic consumption amid AI disruption- ET Prime Special Series: Multibagger or IBC - Part 63: This engine parts maker is now chasing aerospace, defence
- ET Prime Special Series: Multibagger or IBC - Part 60: This auto ancillary built its empire on one family. Can it survive the EV test?
- Strong earnings, easing headwinds to boost market outlook: Devang MehtaIndian stock markets are poised for growth. Strong company profits and stable economic factors are supporting this positive outlook. Invest...17 Jun, 2026, 10.41 AM IST
- ET Prime Special Series: Multibagger or IBC - Part 62: This quiet auto ancillary now earns in 3 months what it once earned in a yearThe stock has multiplied many times over in just a few years, the order book has never been bigger, and the value packed into every vehicle...16 Jun, 2026, 07.35 PM IST
- NBFCs, autos, and multi-decadal themes gain traction as India eyes post–West Asia stability boost: Nitin RahejaMarket participants are recalibrating India portfolios towards financials, autos, and long-term structural themes like defence and digital ...16 Jun, 2026, 10.51 AM IST
- Long-term investing: The only play in today’s market; 5 large-caps from different sectors with upside potential of up to 33%Belligerence is back. Both the US and Iran are hitting each other and the statements from both sides do not auger well for a peace deal. Th...11 Jun, 2026, 05.31 PM IST
- Tourism and hotel sector stocks: Time for a correction in business? Are analysts getting it wrong? 15 stocks from the ecosystemThe Indian hotel and tourism ecosystem has benefitted from the post-Covid travel urge. Occupancies were high, room rates firm, supply is, i...10 Jun, 2026, 02.24 PM IST
- Co-working platform, DK Vertex leases one million sq ft across seven centresDK Vertex, a co-working platform, has leased one million square feet across seven centers in Delhi-NCR, Bengaluru, and Mumbai. The company ...10 Jun, 2026, 02.16 PM IST
- Crypto crash: Where do Bitcoin and Ether stand after the historic crash?The prices of two other tokens, Ethereum and Solana, also rose on Monday, gaining 3.25% and 4.18%, respectively. Ethereum, the second-large...09 Jun, 2026, 09.59 AM IST
- Nifty faces key resistance near 23,450 as markets await policy outcome, says Ajit NayakIndian stock markets experienced a mixed trading session as investors awaited the upcoming monetary policy. The Nifty is facing resistance ...04 Jun, 2026, 02.27 PM IST
- Those willing to look beyond the fog of war: 5 large-caps from different sectors with upside potential of up to 28%The news mix could not be more confusing. On the one hand, the US House voted to halt Trump’s Iran war, and Israel and Lebanon again agreed...04 Jun, 2026, 02.15 PM IST
- Avoid chasing IT rally, focus on power and steel plays: Neeraj DewanMarket expert Neeraj Dewan advises selective investing amid volatility, favoring power, energy infrastructure, steel, aviation, commercial ...04 Jun, 2026, 01.17 PM IST
- ET Prime Special Series: Multibagger or IBC - Curious case of one stock, two companies. Only one of them makes brakesOn paper this is a friction-material company. In practice, the larger force inside the company is an investment portfolio. The friction bus...04 Jun, 2026, 11.48 AM IST
- IT needs selectivity, not blind bargain hunting; Energy, defence and healthcare offer better opportunities: Gurmeet ChadhaMarket expert Gurmeet Chadha advises investors to be selective in the IT sector, despite attractive valuations, focusing on stock-specific ...04 Jun, 2026, 11.34 AM IST
- Midcaps in a sweet spot? Why Nippon India’s Rupesh Patel sees a valuation correction despite new index peaksNippon India Mutual Fund's Rupesh Patel remains constructive on midcaps despite concerns over valuations, citing resilient earnings growth ...31 May, 2026, 01.53 PM IST
- Defence, hospitals, and T&D are the pockets worth owning right now: Narendra SolankiNarendra Solanki of Anand Rathi Shares anticipates one difficult quarter for consumption. However, he strongly recommends defense, infrastr...27 May, 2026, 10.31 AM IST
- Be stock-specific, look for bargains: Daljeet Kohli on Nifty at 24,000 and top sector picksMarket expert Daljeet Kohli advises investors to focus on quality stocks at discounted prices, rather than the Nifty's movement. He highlig...26 May, 2026, 10.18 AM IST
- The next phase of India manufacturing: HDFC AMC’s Rakesh Sethia breaks down real winners in EMS, aerospace & autoIndia's manufacturing sector is transitioning to deep tech localization, fueled by robust domestic demand and government incentives. HDFC A...26 May, 2026, 09.00 AM IST
- Tactical buying visible in IT, selective opportunities emerging in auto ancillaries: Neeraj DewanIndian stock markets are navigating a balance between optimism and caution. Inflationary pressures and global uncertainties are key concern...21 May, 2026, 11.56 AM IST
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