“The government is trying to do very good things but attributing everything to one individual may scare away the foreign investors. It makes them nervous and they wonder if this is the next China. What if tomorrow like Xi or Putin, we do something stupid? It is very ambitious and sometimes we mis-position ourselves thinking it is going to work in our favour. But that is not the message they want to hear.”
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