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
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