Dinshaw Irani Is Supper Bullish On These 2 Sectors, Opines IT Sector Is A 'Valuation Trap'

In this conversation, Helios Capital’s Dinshaw Irani explains why headline index numbers may be misleading, and why growth is now showing up more strongly in India’s mid-cap and small-cap universe. He breaks down where Helios is shifting its portfolio, why foreign investors may not immediately return in a big way, and why India’s relative lack of AI exposure could actually become a market advantage. Irani also shares his sharp view on Indian IT, calling it a potential “valuation trap” as AI challenges the sector’s decades-old revenue model. He discusses the sectors he is more constructive on, including new-age consumption, BFSI, fintech, quick commerce and select manufacturing themes. Watch the full conversation for his views on midcaps, smallcaps, AI disruption, IT stocks, foreign flows, monsoon risks and where the next phase of earnings growth could come from. #StockMarket #IndianMarkets #Midcaps #Smallcaps #DinshawIrani #HeliosCapital #ITStocks #AI #Investing #BFSI #NewAgeStocks #NDTVProfit For more videos subscribe to our channel:    / @ndtvprofitindia   Visit NDTV Profit for more news: https://www.ndtvprofit.com/ Don't enter the stock market unaware. Read all Research Reports here: https://www.ndtvprofit.com/research-r... Follow NDTV Profit here Twitter:   / ndtvprofitindia   ,   / ndtvprofit   LinkedIn:   / ndtvprofit   Instagram:   / ndtvprofit   Facebook:   / ndtvprofit