Over the short to medium term ie: next 1-2 years, the markets would focus on earnings delivery as there is limited upside from valuations. Retail investors continue to invest regularly providing long-term support to the markets. We believe that his combination of fundamentals and liquidity will anchor a bull-market in stocks.
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,