ETMarkets PMS Talk | Dinshaw Irani of Helios India stays away from IT, doubles down on domestic consumption amid AI disruption

Helios India is steering clear of IT stocks, citing AI’s disruptive potential, and instead champions India’s domestic consumption. The firm’s confidence stems from favourable demographics, rising aspirations, and the growth of new-age businesses. This strategy, rooted in an ‘Elimination Investment’ philosophy, prioritizes sectors with structural tailwinds and quality management, positioning for robust future growth.

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