Mihir Vora

investment strategies: India best emerging market story; haven’t ever seen valuations and fundamentals so attractive: Mihir Vora

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investment strategies: India best emerging market story; haven’t ever seen valuations and fundamentals so attractive: Mihir Vora

“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, CIO, Trust MF.At 24,000 odd, a lot of investors who have made very handsome gains in their portfolios, trading books, as well as running their … Read more

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

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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