“We are talking about travel and tourism, airlines, all those kind of segments can do better. Even real estate, you can see the premium real estate doing better,” says Mihir Vora, CIO, Trust Mutual Fund.So, you talked about premium consumption then, what within that seems like there is still some headroom left on the table … Read more
“Temporarily, some of the corporates which used to borrow in the bond markets, are now actually finding it cheaper to borrow from the banking system because thanks to bond repricing, bond market interest rates have gone up much faster compared to the banks which are linked to the repo rate and the MCLR,” says Mihir … Read more
NEW DELHI: With midcap and smallcap indices down up to about 30 per cent from their peaks, Max Life Insurance’s chief investment officer (CIO) Mihir Vora says the end of extreme overvaluation is providing fertile ground for good stock pickers in the broader market. “The situation is much better than what it was four-five months … Read more
We continue to be very bullish on the pharma sector. We are playing a bit cautious on financials, says the Director & CIO, Max Life Insurance. Maruti, Hero MotoCorp have managed to outperform on account of the festive season as well as easing of supply. How have you read into the August auto sales numbers?Auto … Read more
The first week of July also showed continuation of the momentum that we saw in June but now in the second and third week of July, things are probably tapering off a bit, says the CIO of Max Life Insurance. Last time we spoke you were still a little cautious and valuations were continuing to … Read more