Helios has been adding IT stocks & platform cos since July-end. Dinshaw Irani explains why

Dinshaw Irani, CEO of Helios MF, shares insights on the Indian stock market, focusing on the re-rating of India's PEs and the potential in the IT sector. Helios emerged positive on IT after TCS' results in July-end, noting growth opportunities compared to FMCG. Concerns were raised about the valuations and growth in other sectors.