Relevant for Exams
Helios MF CEO Dinshaw Irani: Midcaps, smallcaps attractive; financials to lead next market rally.
Summary
Helios MF CEO Dinshaw Irani stated that midcaps and smallcaps are becoming attractive after a 14-month consolidation, driven by an earnings rebound and improved growth-adjusted valuations. He believes retail caution, not weak fundamentals, is holding smallcaps back. Irani predicts that financials, especially consumer-facing banks, will lead the next market rally once their margins stabilize, providing an expert outlook on market segments and sector performance.
Key Points
- 1Helios MF CEO Dinshaw Irani identified midcaps and smallcaps as attractive investment opportunities.
- 2The attractiveness follows a 14-month consolidation period for these market segments.
- 3Key reasons for renewed interest include an earnings rebound and improved growth-adjusted valuations.
- 4Irani attributes the subdued performance of smallcaps to retail caution, not weak fundamentals.
- 5The financial sector, particularly consumer-facing banks, is expected to lead the next market rally.
Full Article
Midcaps and smallcaps are turning attractive after a 14-month consolidation as earnings rebound and growth-adjusted valuations improve, according to Helios MF CEO Dinshaw Irani. He believes retail caution and not weak fundamentals, is holding smallcaps back, and further expects financials—especially consumer-facing banks—to lead the next market rally once margins stabilise.