In this Diwali Special Market Guru edition, we bring you an insightful conversation with Mr. Dinshaw Irani, CEO of Helios Capital and Helios Mutual Fund, as he shares his perspective on the current market sentiment, festive tailwinds, and investment strategies ahead. From the easing of bad news and GST cuts to portfolio repositioning in BFSI, consumption, and EV segments, Mr. Irani discusses how Helios Capital is navigating the changing market dynamics. He also talks about India’s growing internet economy, the outlook for NBFCs, and why gold continues to shine amid global uncertainty. Packed with sharp insights, practical wisdom, and festive optimism, this discussion offers a clear view of what’s driving Dalal Street this season.

See Full Page