ETMarkets PMS Talk | Dinshaw Irani of Helios India stays away from IT, doubles down on domestic consumption amid AI disruption

Helios India, led by CIO Dinshaw Irani, is avoiding IT stocks due to AI disruption risks and instead focusing on India's domestic consumption theme. The firm cites favourable demographics, rising aspirations, and growth of new-age businesses as structural tailwinds for this strategy. The approach follows an Elimination Investment philosophy that prioritizes sectors with quality management and long-term growth potential.