Mihir Vora On Mutual Fund Strategies For Samvat 2083 | Where To Invest This Diwali?

In this Diwali special, Trust Mutual Fund CIO Mihir Vora analyzes India’s market outlook after a difficult year for equities. He discusses whether the worst may be behind the Nifty, why foreign investor sentiment has weakened, and how domestic SIP flows are supporting the market. Vora also shares his views on Indian valuations, the rupee, global bond yields, AI-related stocks, and the sectors he sees as offering potential growth. Key themes include banks, telecom, premium consumption, auto ancillaries, capital goods, precision engineering, defense, renewables, and energy infrastructure. The conversation explores the China-plus-one opportunity, rising power demand, and why mid- and small-cap companies could remain attractive to bottom-up investors. Vora cautions that foreign portfolio flows and global risks remain important, while emphasizing that India’s long-term growth story continues to draw interest. This interview is for market context and analysis, not personalized investment advice.