22 Sep 2025 | 5 Mins Read

Stocks to rise driven by banking, consumption, and defense

Flipitmoney

Mihir Vora, Trust Mutual Fund's Chief Investment Officer, says structural headwinds in IT make banking, consumption, government-led investments, and defence key drivers for India's Nifty 50 index. He prefers domestic themes, including sectors benefiting from government initiatives and consumption, expecting strong tailwinds in infrastructure and public investments.