dinshaw irani

US elections | Fed rate cut: Once rates are cut, will commodities & high-growth companies face reversal? Dinshaw Irani answers

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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 private sector, given the paucity of demand and the fact that the real interest rates are so high, will not undertake capex at this point. … Read more

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

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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 seen that consistently around a third of the market does fairly well, and that is like a huge amount of stocks. So we have enough … Read more