HSBC MF’s Venugopal Manghat says smallcaps are gaining on strong fundamentals, not just liquidity. Despite global risks, domestic growth drivers remain robust. Retail investors show maturity, but valuations remain high, warranting caution and selective bets across sectors.
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,