Investment strategist Kiril Sokoloff shares his optimism on India’s economic potential, the uncertainties in the US economy, the impact of upcoming US elections, and the future of global currencies. He discusses the potential of Indian equities, the strength of China’s technological advancements, the trajectory of oil prices, and the rising importance of gold and silver.
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,