Helios India is steering clear of IT stocks, citing AI's disruptive potential, and instead champions India's domestic consumption. The firm's confidence stems from favourable demographics, rising aspirations, and the growth of new-age businesses. This strategy, rooted in an 'Elimination Investment' philosophy, prioritizes sectors with structural tailwinds and quality management, positioning for robust future growth.
Helios India is strategically avoiding IT stocks, citing the disruptive potential of AI, and is instead channeling its investments into India's robust domestic consumption sector. The firm's confidence is bolstered by India's favorable demographics, increasing consumer…
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