“Dinshaw Irani recommends staying away from the metals sector, despite recent rallies in both precious and base metals. He maintains a cautious stance, warning that China's strategic capacity withholding is artificially supporting prices, and future capacity releases could undermine current momentum. Helios Mutual Fund avoids cyclical plays as part of its investment philosophy.”

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