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https://www.zeebiz.com/market-news/video-gallery-nbfc-results-gst-impact-us-tariff-relief-diwali-investment-381201

In an exclusive conversation with Anil Singhvi, Helios Mutual Fund CEO Dinshaw Irani shared key insights on NBFC earnings, GST impact, and US tariff relief. According to him, NBFCs are likely to post strong results supported by robust retail loan demand. The potential removal of the 25% additional US tariff on Indian exports could boost manufacturing and export-driven sectors. The recent GST reduction will positively affect FMCG, auto, and consumer goods companies, improving margins and profitability. Irani suggests investors focus on finance, auto, and consumer sectors for strong Diwali returns.