Defence sector has strong tailwinds, but valuations are sky-high: Dinshaw Irani

May 28, 2025

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.

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