markets: Capital goods, defence, railways segment should continue to do well in PSU space: Mihir Vora

markets: Capital goods, defence, railways segment should continue to do well in PSU space: 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 some minor tweaks, I do not think we need to change any dramatic view on the portfolio,” says Mihir Vora, CIO, Trust MF. A lot … Read more

investment plan: Bullish on theme manufacturing? Go for staggered investment plan

investment plan: Bullish on theme manufacturing? Go for staggered investment plan

Mumbai: Investors bullish on India’s manufacturing story could consider putting money in HDFC Asset Management’s Manufacturing Fund; but the investment should be spread across 12 months, said financial planners. While investors must avoid putting in lump sum money at this jucture, first-timers could skip this fund launch. The NFO of HDFC Manufacturing Fund, managed by … Read more