Hemang Jani highlights Bosch’s stable performance and diversification into EV components as appealing in the MNC space. He favors wealth management companies like 360 One or Nuvama, anticipating a structural bull run and potential consolidation. In the auto sector, Jani prefers Mahindra & Mahindra and TVS, expecting positive impact from a normal monsoon and potential rate cuts.
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,