Valuations To Improve From FY26, Says Helios Capital's Irani

Dinshaw Irani from Helios Capital Management provides market insights. He questions whether valuations are still expensive and predicts that a weakening US will lead to money flowing into India. He sees AI as a major disruptor in the IT space and admits to being heavily underweight on IT. Irani notes that money has been flowing back to the US due to a weak rupee and fundamentals, but there is no need to exaggerate market reactions to tariffs.

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