While maintaining our positive long term outlook on Indian equities, we are cautious about the current valuations, and are looking at select sectors which provides us a good long-term opportunity with some margin of safety in valuations.
Paul Black’s 3 thumb rules for identifying great wealth creators
Veteran portfolio manager Paul Black’s investment framework focuses on identifying businesses with competitive advantages that strengthen over time. His three key rules emphasise widening moats,
August 29, 2026