Mihir Vora: Tariff Deal a Must, But India’s Growth Story Stands Strong | Defence | Banks | Business　 #ETNOW

In a candid market discussion, Mihir Vora, CIO of Trust Mutual Fund, shares insights on India’s equity outlook amid global tariff talks and shifting sentiment. He believes tariff resolution with the U.S. is essential but not a bonus, while India’s domestic growth cycle—driven by consumption, investment, and liquidity—remains robust. Vora expects midcaps, banks, defense, and capital goods to outperform as valuations normalize. He dismisses fears about the China+1 strategy fading, calling India a key global alternative.

#mihirvora #stockmarket #tariffs #investing #indiagrowth #marketoutlook #etnow

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