Mihir Vora of Trust MF expresses cautious optimism about the market, viewing the dollar's recovery as a technical bounce. He anticipates co...

Mihir Vora of Trust MF suggests a cautious market approach. Government spending drives infrastructure, power, and telecom sectors. Rural fi...

Mihir Vora of Trust Mutual Fund highlights India's manufacturing potential, driven by technology adoption and untapped resources. He favors...

Mihir Vora from Trust Mutual Fund advises investors to capitalize on market dips, emphasizing long-term conviction in India's growth. He hi...

Mihir Vora, CIO of Trust Mutual Fund, discusses a cautious but optimistic outlook on domestic stocks, with a focus on banks, large NBFCs, a...

Mihir Vora, CIO of Trust Mutual Fund, suggests that India's recent market performance is linked to global trends, particularly the "Trump t...

So, headline numbers tend to kind of mask a bit of the underlying churn that is going on in the segment, that is one. And whether we like i...

If you look at the import-export data for last month, imports have actually fallen, which means that probably there is some slackening of d...

Consumption, especially premium consumption is what we were bullish on. The second big theme was physical asset creation, which includes th...

So, to that extent we are seeing a bit of a return of the risk on trade in the global markets. We have the Fed meeting this week. People ar...

The US economy has been much better than expected. It has been stronger for longer and of course, then it also translates to higher interes...

Mihir Vora, CIO of Trust Mutual Fund, discusses the tendency of investors to overestimate short-term and underestimate long-term growth in ...

Mihir Vora expects optimistic GDP growth but warns of possible market stagnation. Global market volatility, uncertain events like the elect...

According to Mihir Vora, the underlying domestic themes to be bullish on in the longer term are manufacturing, renewables, digitization, in...

Mihir Vora says: "The Budget being an interim budget should not have any major shocks, but it will be interesting to see how they balance t...

If the private sector capital expenditure cycle picks up, then maybe that might be a new segment to emerge but broadly the theme will remai...

It may not be a very great idea to take a very aggressive cash call. So I would rather be stock specific where there is some valuation comf...