Muted June quarter ahead, September may offer some relief: Dinshaw Irani

May 28, 2025

Helios Mutual Fund’s CEO, Dinshaw Irani, anticipates a dull June quarter with potential for an uptick in September, driven by interest rate cuts. While power sector faces a breather due to surplus, financial services, particularly banks and NBFCs, remain strong. Irani is also positive on hospitality and healthcare due to limited quality rooms, but negative on IT and FMCG.

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