Dinshaw Irani, CEO, Helios Mutual Fund, has a negative outlook on the auto sector, particularly PVs, due to EV competition…
Tag: Irani
No near-term rally expected as weak earnings, global uncertainty weigh on sentiment: Dinshaw Irani
“If you listen to the management commentary accompanying the March results, it was fairly downbeat. April and May also reflect…
markets: Defence sector has strong tailwinds, but valuations are sky-high: Dinshaw Irani
“We always been calling out that India can be a sourcing base for defence. Globally the defence spends are moving…
Muted June quarter ahead, September may offer some relief: Dinshaw Irani
“It looks a very dull quarter and mind you September last year was the quarter when you saw negative earnings…
Will FIIs drive the next market rally? Dinshaw Irani answers
“Actually in the consumer durable space, unfortunately, the way the liquidity had been sucked out of the system, I think…