Dinshaw Irani on Market Rotation, Lenskart IPO & Sector Bets! Why IT Still Looks Weak & BFSI Shines　 #ETNOW

Dinshaw Irani shares his take on India’s IPO frenzy, explaining why his fund avoided the Lenskart IPO despite the strong debut. He highlights platform companies and BFSI as key growth drivers, while staying cautious on IT due to AI-led disruption. Irani also discusses PSU vs private banks, consumption-led growth, and why he avoids metals amid global uncertainty.

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