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.
Energy, telecom continue to draw foreign flows in Nov
Foreign investors injected significant capital into India’s energy and telecom sectors in the latter half of November, continuing a trend from earlier in the month
December 10, 2025