Despite strong order bookings, the BSE Infotech index has seen minimal gains, reflecting investor concerns over project execution delays slowing revenue growth. Analysts anticipate a gradual recovery driven by large deal ramp-ups and AI opportunities, though short-term trends remain subject to geopolitical factors.
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,