FMCG stocks have tumbled up to 21% in three months due to weak Q2 earnings, inflation, and slowing demand. Experts advise caution, recommending select stocks like GCPL, Marico, Tata Consumer, and liquor companies for long-term potential. Nifty FMCG is showing signs of rebounding from oversold territory.
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,