India’s economic outlook remains strong despite global uncertainty. Navneet Munot of HDFC AMC highlights policy continuity and sustained reforms. The upcoming Budget is expected to boost domestic investment and earnings. Opportunities exist across sectors, particularly in manufacturing and new-age technologies like AI. The government is urged to incentivize investment in capital markets and R&D.
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,