India’s entry into JPMorgan’s GBI-EM index is set to reshuffle $11 billion from various markets, impacting South Africa, Poland, Thailand, Czech Republic, Chile, and the EMEA region. With Russia’s exit, China, Indonesia, and Mexico maintain stable weights, affecting Latin America and boosting EM Asia.
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,