DINSHAW IRANI

Stocks to Buy | Dinshaw Irani Decodes the Tariff Tangle: Is This a Crisis or an Opportunity?

Beyond stock market crash: Post selloff, what to track with eye on earning cycle? Dinshaw Irani explains

Helios Mutual Fund CEO Dinshaw Irani comments on the impact of Trump tariffs. He warns of potential trade wars and global instability if America does not compromise. Domestic sectors like healthcare and hospitality may remain stable, while India could benefit. Immediate focus is on navigating market uncertainties with cautious investment in domestic-focused companies.

Stocks to Buy | Market volatility & SIPs: Dinshaw Irani’s advice for retail investors

Will FIIs drive the next market rally? Dinshaw Irani answers

Dinshaw Irani, CEO of Helios Mutual Fund, discusses the market's surprising rally, recent trends in consumer durables, IT, and financial sectors, and the impact of tariffs and corporate earnings on the market. He advises cautious optimism and emphasizes the importance of consistent SIP investments.

Beyond financials: Dinshaw Irani sees growth in quick-commerce

Dinshaw Irani of Helios Capital emphasizes sticking with strong stocks rather than chasing new themes, particularly in the quick-commerce sector. He acknowledges the sector's market leader for its strategic resilience and backend improvements, while expressing caution towards competitors with significant losses.

India’s MSCI premium falls from 25% to 3%; Dinshaw Irani sees stock-specific opportunities

With valuations becoming more attractive and India's premium over global equities shrinking, the market is at an inflection point. While technical indicators suggest caution, Dinshaw Irani believes long-term investors may find compelling stock-specific opportunities. The evolving market environment presents the potential for growth despite current short-term concerns, making it an interesting time for focused investing.

IT sector still a safe bet amid global uncertainty: Dinshaw Irani

Coming to the biggest uncertainty, you named it in the very beginning, you said that nothing came from US today, Donald Trump did not announce any new tariffs or policies and stuff like that, so that is the biggest caveat in the whole story.

Stock-specific strategy key to navigating market uncertainty: Dinshaw Irani

We are talking about MSCI India over MSCI World. Today that premium is down to some 3-4%. So, it is obvious that things have really turned around in the terms of the interest that India generates globally and which is obvious from the FIIs selling, and also the fact that the rupee has been under pressure for a while, but yes.

IT and banking stocks poised for recovery after market slump: Dinshaw Irani

But I think that sector is going to do very well. So, I agree with you, this is the way to go about. I mean, in fact, these are the times when the SIPs can really generate positive alpha going forward, I mean massive positive alpha going forward.

Quick commerce and fintech innovation to be key themes for India's growth story in 2025: Dinshaw Irani

December quarter does not look like a very exciting quarter. The numbers I am talking about. Again, if Feb rate cuts come in, there will be some uptick, but beyond that, again, on the demand front, do not see much of an upside there and obviously the biggest uncertainty is with the new president coming into the US and what kind of views he is going to take on his economy.

Dinshaw Irani’s top sectoral picks for next market cycle

And obviously the US facing pharma, if you take a Trump call, there is definitely going to be a pressure going forward as such, so that is why we do not like the US focused pharma companies much and we do not have much exposure there, rather no exposure there as such. We are more focused on to domestic pharma. In a diagnostic space, we got the best player, the top player with us.

Largecaps holding steady amid midcap and smallcap froth: Dinshaw Irani

He was always concentrating on his quality of assets and that is what played out for him totally and that is why HDFC Bank is doing what it is right now against the whole pack. So, these are the kind of names that we are always looking out for and we are fairly comfortable with the kind of largecaps we have in our portfolio.

Fed rate cut good for EMs; don’t see any positive trigger in PSUs but bullish on private banks: Dinshaw Irani

Dinshaw Irani, CEO of Helios MF, discusses their strategic moves in the market, including exiting PSU stocks and maintaining positions in smallcaps. He also highlights the impact of Fed rate cuts on the economy and shares insights on telecom and financial sectors, emphasizing their bullish stance on private sector banks.

Once rates are cut, will commodities & high-growth companies face reversal? Dinshaw Irani answers

Dinshaw Irani, CEO of Helios MF, discusses India's high real interest rates and their impact on private sector capital expenditure. He believes the private sector will wait for interest rates to decline before investing. He also highlights the stability of the banking sector and platform companies with globally established formulas as key investment areas.

Helios has been adding IT stocks & platform cos since July-end. Dinshaw Irani explains why

Dinshaw Irani, CEO of Helios MF, shares insights on the Indian stock market, focusing on the re-rating of India's PEs and the potential in the IT sector. Helios emerged positive on IT after TCS' results in July-end, noting growth opportunities compared to FMCG. Concerns were raised about the valuations and growth in other sectors.

Markets ought to be going down but continue to rise. Dinshaw Irani explains why

Dinshaw Irani, CEO of Helios Mutual Fund, emphasized their cautious strategy, avoiding overpriced midcaps and smallcaps while favoring largecaps due to moderate valuations. Despite a market rally not supported by earnings, domestic flows have sustained the market. Irani discussed sector performance, potential future rate cuts, and concerns about speculative F&O trading.

Market to be volatile and move in a fairly tight range till Budget: Dinshaw Irani

Dinshaw Irani says that Helios has been so bullish on the financial sector that they brought out a first sector dedicated fund from the house of Helios which closed on June 14; it was a financial services fund. Anyway, Helios id loading up on that particular portion as such in the and fortunately most of the stocks are in the largecap space.

Expect volatility in next 2 quarters be nimble and & capture possible upsides: Dinshaw Irani

Dinshaw Irani of Helios Mutual Fund advises a balanced portfolio approach with lower beta to navigate market volatility. He remains cautious due to weak corporate demand, inventory buildup, and challenges in the IT sector despite industry optimism. He says March quarter numbers will be the first ones where after six consecutive quarters of growth, one may see some kind of cuts getting built into the earnings per se.

Is it too late to invest in PSU stocks now? Dinshaw Irani answers

So, it is obvious that there is a lot caution in the air today. There have been a few callouts but I think it is mainly pockets driven rather than across the board as such.

Forget FOMO, Dinshaw Irani would avoid chemical stocks. Here’s why

Dinshaw Irani says: “Among the commodity players, we do not like the cement space. We think there is enough capacity and beyond, just because of the price discipline that they have, they are managing to go ahead and we have seen that. There have been pullbacks in prices and all that. It is not a comfortable space to be in or the players are fairly stretched on valuations.

Santa rally is going to continue into next year; telling clients to invest lump sum: Dinshaw Irani

Dinshaw Irani says: “Coming to valuations if you look at the last six- or seven-year averages, we are not too far away from this. We are not too concerned, at least in the immediate six-seven months as such, but our one strong belief is it is going to be a largecap rally, driven by largecaps rather than small and midcaps given that the valuations there look fairly frothy.”

Samir Arora & Dinshaw Irani on elimination investing, on beating Nifty & more

Helios Capital's Founder, Samir Arora, and CIO, Dinshaw Irani, discuss their investment approach in a conversation with ET Now. They emphasize the importance of elimination investing, which involves sorting stocks into good and bad and eliminating the bad ones. They believe in avoiding trade-offs and focusing on consistent performance. They highlight their preference for sectors like consumer and finance in their portfolios. The Helios AMC team's edge lies in their long-standing experience and time-tested investment strategies.

Here's why Dinshaw Irani is overweight on financial sector

It is a market where selective gains are visible. If you are into banks, it is great. But if you bought IT, oh, oh, oh, it is turning out to be a terrible year.