Dinshaw Irani of Helios Mutual Fund discusses investment strategies. He favors new-age companies and highlights quick commerce potential. Irani expresses optimism about Eternal and fintech companies. He also shares a revised outlook on the auto sector, particularly Bajaj Auto, citing its EV initiatives and export performance. Irani sees potential in the defence sector but notes high valuations.
Originally published by The Economic Times https://economictimes.indiatimes.com/markets