“Now with the deflationary and the recessionary scenario coming in the global setting, the money that had left India to go to the commodity producing countries is likely to re-shift from the commodity exporting market to a commodity importing market like India. FII flows will come and support the market. “
ETMarkets PMS Talk | Dinshaw Irani of Helios India stays away from IT, doubles down on domestic consumption amid AI disruption
Helios India is steering clear of IT stocks, citing AI’s disruptive potential, and instead champions India’s domestic consumption. The firm’s confidence stems from favourable demographics,
June 19, 2026