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.
ETMarkets Smart Talk| Markets at an inflection point; expect 40–50% gains over 36 months: ASK Hedge Solutions’ Vaibhav Sanghavi
Indian stock markets are at a key turning point. Experts predict a strong rally over the next two to three years, potentially delivering 40-50% returns.
December 8, 2025