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
Ola Electric shares rally 7% on PLI nod for Gen 3 scooter portfolio
26/08/2025
Indian IT firms face structural headwinds, Gen AI yet to deliver : HSBC India
26/08/2025
Sun Pharma shares slip 3% after BofA downgrade on premium valuations
26/08/2025
UBS resumes coverage on Reliance Industries with 'Buy' rating, sets target price at Rs 1,750
26/08/2025
Private banks look more attractive than PSU peers on valuations : Deepak Shenoy
26/08/2025
Fund Manager Talk | UTI AMC’s Amit Premchandani explains why FII selling isn’t the full story for markets
26/08/2025
