Deven Choksey, MD of DRChoksey FinServ, says private sector insurance companies are relatively more favourable from a growth perspective. Valuation-wise, some of them have already started scaling up. There is good potential in the likes of SBI and HDFC Life and also Bajaj Life Insurance business. He likes those businesses from an investment perspective.
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,