Market expert Sandip Sabharwal suggests real estate stock pessimism may be misplaced due to accounting practices, highlighting DLF, Godrej Properties, and Prestige as selective buying opportunities. He also sees potential in large banks and select NBFCs, with midcaps and smallcaps offering the best risk-reward over two years.
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,