“Dinshaw Irani is bullish on the broader Indian market, viewing the current selloff as a buying opportunity. He has deployed nearly all available cash, believing the weakness is a geopolitically-triggered interruption to India's robust domestic growth story. He expects the conflict to resolve within weeks, not months, which would allow crude prices to normalize and reassert India's accelerating earnings momentum and attract foreign flows. Investors with a medium-to-long horizon should add to positions.”

Dinshaw Irani’s track record: 3 graded calls · 95% CI 0–56%