Geojit Financial Services’ Gaurang Shah sees a mixed earnings season for banks, with some near-term challenges but long-term opportunities. Despite weaker results from IndusInd Bank, Shah remains positive on the BFSI sector’s overall loan growth and outlook for the upcoming financial year, recommending several private and public sector banks, as well as NBFCs.
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,