Dinshaw Irani, CEO of Helios Mutual Fund, discusses the market’s surprising rally, recent trends in consumer durables, IT, and financial sectors, and the impact of tariffs and corporate earnings on the market. He advises cautious optimism and emphasizes the importance of consistent SIP investments.
Economic recovery Isn’t enough, earnings must follow: Samir Arora
Samir Arora of Helios Capital discusses the Indian market, noting IPOs trading below issue price and block deals. He believes market strength drives selling, not