Trust MF's Mihir Vora sees earnings driving market trends
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Mihir Vora, Chief Investment Officer at Trust Mutual Fund, noted that earnings are now the primary driver of India's stock market rally, rather than sentiment. With mid- and small-cap indices reaching new highs, sectors like capital goods, consumer discretionary, and pharmaceuticals are outperforming, while large private banks and energy companies face earnings pressure. This divergence highlights the importance of quarterly results in shaping investor behavior.
Not investment advice. For informational purposes only.