Jefferies expects limited surprises in the FY27 Union Budget, with the government sticking to fiscal consolidation while focusing on defence-led capex and targeted consumption support. The FY27 fiscal deficit is seen around 4.2% of GDP, though a higher 4.4% could signal a growth push, supporting equities but pressuring bond yields.
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