Market direction remains uncertain amid external policy risks, currency volatility, and crude price fluctuations. Short-term focus is on consumer sectors, while long-term opportunities lie in real estate, industrials, and PSU banks driven by consumption and private capex.
Nicholas Sleep’s investing lessons: Why patience, conviction and long-term thinking matter
Nicholas Sleep’s investment philosophy emphasises independent thinking, patience, and understanding business fundamentals. His successful Nomad Investment Partnership demonstrated the value of identifying high-quality businesses, assessing