“We are talking about travel and tourism, airlines, all those kind of segments can do better. Even real estate, you can see the premium real estate doing better,” says Mihir …
Arguing that growth-adjusted valuations are not that expensive for smallcaps, Mihir Vora, CIO, TRUST Mutual Fund, says smallcaps are a stock-picker’s paradise, and investors have consistently made money in the …
“On the other side, the liquidity flow from the domestics continues relentlessly and we are amongst the few markets where the broader markets are doing so well,” says Mihir Vora, …
“I think continuity and growth focus are the big positives that I would take away from the election, which means that in terms of the portfolio positioning, etc, apart from …
“India will be the fastest-growing large economy for the next few years. So, the preferred sectors are domestic-focused,” says Mihir Vora, Chief Investment Officer at TRUST Mutual Fund.In an interview …