Mihir Vora of Trust Mutual Fund highlights India’s manufacturing potential, driven by technology adoption and untapped resources. He favors domestic-focused sectors like financials and industrials, while being cautious on healthcare due to uncertainties. Vora sees significant opportunities in automation, robotics, and AI, anticipating a rise in listed companies in these areas.
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,