The US Fed may raise interest rate a lot higher than previously anticipated, making it difficult for the market to adjust, but the greater damage is being caused by geopolitical events such as the Ukraine war and the clouds over Taiwan, he said.
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,
June 19, 2026