Mihir Vora's Top Investment Ideas For 2025

Mihir Vora, CIO of TRUST Mutual Fund, shares his market outlook, highlighting concerns over manufacturing but expects government capex themes to gain momentum in the second half of the year. He sees continued growth in PLI-linked schemes and strong prospects in the power sector, while noting that Chinese dumping has affected the chemicals sector. Overall, Vora anticipates an uptick in government capex and favorable trends in power and PLI sectors.