Dinshaw Irani, CEO of Helios MF, discusses India’s high real interest rates and their impact on private sector capital expenditure. He believes the private sector will wait for interest rates to decline before investing. He also highlights the stability of the banking sector and platform companies with globally established formulas as key investment areas.
Nifty at 26K, but why is your stock portfolio bleeding?
Nifty crossed 26,000 on November 26, 2025, followed by the SENSEX breaching 86,000, signalling market optimism. However, investors’ portfolios tell a different story. While Nifty