Trust MF’s CIO, Mihir Vora, favors healthcare investments in R&D, CDMO, diagnostics, and hospitals, while being cautious about generic US pharma due to margin pressures. He anticipates a revival in the rural economy benefiting FMCG companies. Vora also foresees a multi-year upward cycle in private sector capex driven by PLI schemes and investments in green/blue hydrogen and fertilizer production.
Stocks, gold or crypto? The last 3 years’ returns have a surprising answer
Bitcoin delivered nearly 234% returns over three years, outperforming silver, gold and equities. However, precious metals led over one year as cryptocurrencies declined. CoinDCX data