Market Guru: Dinshaw Irani Of Helios Capital On Sectors & Stocks To Watch In 2027

In this special Diwali edition of Business Today, Helios Capital CEO Dilip Irani shares his outlook on Indian markets, Q2 earnings and investment opportunities. He explains why he believes the worst of the market correction may be over, highlights the growth potential in midcaps and smallcaps, and discusses sectors attracting investor interest, including new-age businesses, precision engineering, energy and banking. Irani also explains why he remains cautious on IT stocks amid AI-led disruption and shares his views on foreign investor outflows, the rupee and taxation. The conversation explores India's growth story, the changing market landscape and the importance of selective stock picking as investors navigate opportunities and risks in the new Samvat.