According to Rohit Srivastava, the Indian market is experiencing sector rotation, ensuring upward movement after consolidation. Financials, especially NBFCs, are leading the rally due to favorable interest rates and low valuations. PSU stocks are building a base after a correction, offering low-value picks. The metal sector anticipates a commodity cycle upturn driven by sustained demand.
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,