While the market did react sharply to a scare of discontinuity against single-party-majority system which we witnessed for the last decade, it soon corrected upon assessing the construct of the new coalition and the structure of cabinet which clearly drives on a dominant thread of continuity in the core ministerial council and portfolios – giving market a comfort on no possible diversion from the expected policy path when it comes to economy and capital markets.
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,