Mihir Vora, CIO of Trust Mutual Fund, discusses a cautious but optimistic outlook on domestic stocks, with a focus on banks, large NBFCs, and domestic cyclicals. He highlights the potential positive impacts of a US-induced crisis, such as reduced interest rates and commodity prices.
Private banks, financial services and RIL see big MF buying
The majority of the activity was in private banks and fi nancial services companies. Reliance Industries was another stock that changed hands between these fund
April 15, 2025