Dolat Capital is optimistic about India’s long-term growth. Kedar Kadam highlights sectors like FMCG and automobiles as potential outperformers in 2025. Falling interest rates and a good monsoon are expected to help. Opportunities exist in export and infrastructure sectors. Investors are advised to be cautious amid global uncertainties.
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,