V. Srivatsa of UTI Mutual Fund suggests navigating market volatility by focusing on domestic sectors like autos and banking, while reducing exposure to global autos and metals. He notes that while IPO valuations appear high, value can be found in private sector banking, telecom, and chemicals. The fund is also increasing exposure to domestic-oriented industries.
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,