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videos | IST

Have identified export-oriented industries like IT, chemicals pharma, says Helios India

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Dinshaw Irani, CIO of Helios India is looking at companies who have benefited and gained market share from PSUs, gaining on India’s demographics as well as some export-oriented things. He does not believe that the markets are very richly overvalued at current levels.

Dinshaw Irani, CIO of Helios India is looking at companies who have benefited and gained market share from PSUs, gaining on India’s demographics as well as some export-oriented things. He does not believe that the markets are very richly overvalued at current levels.
“The first theme that we took up was competing with the governments, basically buy stocks which compete with public sector enterprises or sectors which are opening up for private participation. So the three main sectors which come up in this are private sector banking, hospitals and infrastructure,” Irani said.
“The next theme that we identified was demographical lifestyle changes that our country is going through. So what you throw up here is underpenetrated consumers, NBFCs that cater to consumer financing, etc. The last theme that we identified was mainly export-oriented industries like IT, chemical and pharmaceuticals,” he added.
To know more, watch this video.