Mihir Vora sees long-term upside in financials, defence and capital goods
In short
Trust Mutual Fund CIO Mihir Vora said financials, defence, capital goods and CDMO could be long-term growth areas. He said earnings visibility, business scale and valuations matter more than short-term market moves.
His view matters for investors looking for sector ideas and for how Nifty earnings may shape market winners.
What the reporting says
Trust Mutual Fund CIO Mihir Vora pointed to financials, defence, capital goods and CDMO as areas with potential for long-term growth. He said earnings visibility, business scalability and valuations matter more than short-term market moves, while sharing his outlook on Nifty earnings. The comments frame where he sees possible market winners across sectors.
Why it matters
Trust Mutual Fund CIO Mihir Vora highlighted financials, defence, capital goods and CDMO as areas with long-term growth potential. He said earnings visibility, business scalability and valuations should matter more than short-term market movements, and he discussed his outlook for Nifty earnings. The remarks point investors toward specific sectors and selection factors rather than near-term price action.