Ajay Vora from Nuvama Asset Management discusses how the Nifty aggregate EPS has been shifted to FY26. The stock market correction is driven by earnings downgrades and sees PSU sectors hit hard. Government capex and RBI’s actions are expected to provide some market relief. The banking sector, particularly HDFC Bank and SBI, appears stable and attractive for investment.
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,