Matt Orton from Raymond James Investment visited India for an investor conference. He finds Indian infrastructure development exciting. Orton is looking deeper into L&T due to its clean balance sheet and exposure to Indian and GCC infrastructure. He notes India is underpenetrated from an investment perspective. Orton sees long-term growth opportunities in India, especially compared to Europe.
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,