Emkay Wealth Management’s Dr. Joseph Thomas anticipates a potential RBI rate cut in 2025 amid controlled inflation and growth imperatives. He navigates global volatility from tariff tensions and US bond yield fluctuations, highlighting India’s improving earnings and IPO surge. Opportunities exist for long-term investors in SMIDs, infrastructure, PSU equities, consumer discretionary, healthcare, technology, and utilities 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,