Markets may enter a consolidation phase despite a better-than-expected Q4, says Sneha Poddar of Motilal Oswal. She expects real earnings momentum to emerge only in H2FY26, with Q2 likely marking the bottom. Time correction may continue as fresh triggers remain limited. Meanwhile, downgrade pressures may ease as global cues, including China and trade tensions, show signs of stabilizing.
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,
August 29, 2026