Helios India is steering clear of IT stocks, citing AI's disruptive potential, and instead champions India's domestic consumption. The firm's confidence stems from favourable demographics, rising aspirations, and the growth of new-age businesses. This strat… For the full story, visit the source.
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ETMarkets PMS Talk | Dinshaw Irani of Helios India stays away from IT, doubles down on domestic consumption amid AI disruption
Helios India is steering clear of IT stocks, citing AI's disruptive potential, and instead champions India's domestic consumption. The firm's confidence stems from favourable demographics, rising aspirations, and the growth of new-age businesses. This strat…
By Kshitij Anand· The Times of India· 4 months ago· 2 min read
This summary is sourced from The Times of India. Read the full article at:The Times of India