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.
Deven Choksey on 3 themes that are right for investing in a volatile market
Deven Choksey is optimistic about investing in the metal sector due to stable energy prices and rising consumption. He also sees opportunities in some NBFCs