Time to increase exposure to equities; remain overweight on mid, small-caps, says Mihir Vora of TRUST Mutual Fund

Mihir Vora, chief investment officer at TRUST Mutual Fund, believes it is time to increase exposure to equities as he expects 10 to 12% earnings growth for large-caps and about 20% earnings growth for mid-caps and small-caps over the next couple of years. “The medium-term opportunity remains compelling, but the path is unlikely to be…

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Baroda BNP Paribas MF’s Sanjay Chawla

On the AI ​​disruption to the IT sector, Chawla believes that the last mile, comprising governance, data plumbing, workflows, etc., is where Indian IT has always created value, but it remains to be seen how companies adapt to new challenges. Edited excerpts: : Do you think the India-US trade deal will be the next trigger…

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