Quick commerce companies are investing heavily in dark stores, impacting earnings and cash flow. Competition is intensifying with JioMart and others entering the space. The EV sector faces headwinds due to China’s control of rare earth materials and slowing global demand, potentially affecting Indian EV production despite government incentives.
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,