Trust MF CIO Vora: Sell IT Disruption Risk, Buy Defense/Pharma/Private Banks on AI Rotation

Mihir Vora flags permanent headcount-model reset for traditional IT as AI tools compress growth; backs China+1 pharma, defense capex, and FII re-rating of Indian equities as US tech euphoria cools.

bt-corporate · 7/15/2026, 1:18:15 PM · Ask about this →