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Mihir Vora of TRUST Mutual Fund selects stocks using ROCE filters and terminal value theory. He focuses on companies with visible growth and sustainable capital efficiency. The uptrend in markets looks sustainable with potential volatility. Sectors like construction and consumer discretionary are gaining attention. He suggests a balanced investment approach with equities, gold/silver, and fixed income.
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News and Media
Nvidia's stock soared to a record high on Wednesday, propelling it past Microsoft to become the world's most valuable company. This surge was fueled by an analyst's prediction of a "Golden Wave" of AI adoption, with Loop Capital raising its price target for Nvidia. The resurgence of the "AI trade" has boosted chip stocks, reflecting optimism about the technology's potential.
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News and Media
Swaminathan Aiyar suggests the Reserve Bank of India might lower interest rates. This decision hinges on a possible US recession. The US Federal Reserve's approach to inflation and interest rates could restrict the RBI's moves. Aiyar notes India has managed well with higher rates. Therefore, immediate cuts are not crucial.
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News and Media
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