market strategy: Dinshaw Irani’s top sectoral picks for next market cycle
“We like the CDMO space, no doubt about that and that is why we have only one player out there, which is probably one of the best players within that …
dinshaw irani
market: Largecaps holding steady amid midcap and smallcap froth: Dinshaw Irani
“It is not even repeating what it did in the last 25 years, which is around 15-16%. So, we are quite happy with the largecap portion and obviously very selective …
US elections | Fed rate cut: Once rates are cut, will commodities & high-growth companies face reversal? Dinshaw Irani answers
Dinshaw Irani, CEO, Helios MF, says in the case of India, the real interest rates have been very high all along and that is why we always believe that the …
tactical ideas: Forget FOMO, Dinshaw Irani would avoid chemical stocks. Here’s why
Dinshaw Irani, CIO, Helios MF, says “people have FOMO, the fear of missing out, but the point is that there are so many stocks in the market, and we have …