Indian equities are seeking a decisive trigger amidst noisy global cues and improving domestic fundamentals. While earnings season has met expectations, macro concerns, particularly currency stability, are weighing on investor confidence. Valuations are normalizing, with excesses now stock-specific, and markets remain in a wait-and-watch mode.
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,