Still avoiding PVs in auto and FMCG, negative on IT ; hospitality a better play on GST : (...)
Helios Mutual Fund is adjusting its portfolio. The focus is shifting towards electric vehicle two-wheeler companies. A new addition in this space is expected soon. The fund remains cautious on passenger vehicles and negative on the IT sector due to US uncertainty and AI impact. FMCG is avoided (...)
Site référencé: The Economic Times
The Economic Times
AI giant Nvidia beats earnings expectations but shares fall
28/08/2025
Motilal Oswal Securities bullish on India's consumer sector ; HUL, Marico among top picks
28/08/2025
Silver prices hit record high of Rs 1,20,000 amid US tariff impact
28/08/2025
Ferrous metals post strong gains in Q1, non-ferrous players struggle
28/08/2025
Bankers expect little risk to credit growth, asset quality from US tariffs
27/08/2025
Trump urges criminal charges against George Soros, son
27/08/2025
