Market expert Sunil Subramaniam analyzes current market trends, citing low consumer spending, government underspending, and FII selling. He anticipates a market consolidation phase for another month, advising investors to prioritize quality stocks and remain patient. Subramaniam predicts increased government spending, improved earnings, and renewed FII interest by mid-January, driven by upcoming elections and budget expectations.
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,