Japan’s bond market turmoil serves as a stark warning for India’s upcoming budget. Investors are scrutinizing fiscal discipline, especially as India shifts to a public debt target. While India’s debt is lower than Japan’s, constrained funding sources demand careful management.
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,