“Dinshaw Irani of Helios Mutual Fund is optimistic on Indian equities, believing the domestic growth story is intact despite global uncertainties. He highlights strengthening macroeconomic fundamentals, improving earnings visibility, and expects policy support and capex-led growth to drive the market over the next two years. Retail investor sentiment remains firm, with mutual funds holding substantial cash reserves.”

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