Dinshaw Irani of Helios Mutual Fund discusses investment strategies. He favors new-age companies and highlights quick commerce potential. Irani expresses optimism about Eternal and fintech companies. He also shares a revised outlook on the auto sector, particularly Bajaj Auto, citing its EV initiatives and export performance. Irani sees potential in the defence sector but notes high valuations.
Buy selectively, focus on resilient sectors despite volatility: Manish Sonthalia
Indian markets face geopolitical and inflationary headwinds, with a prolonged economic adjustment expected until FY28. Domestic investors find opportunities in corrected valuations, focusing on resilient
April 2, 2026