Market veteran Madhusudan Kela anticipates continued fiscal discipline despite a revenue gap. He highlights opportunities in market corrections, noting that individual stocks are becoming attractive after a period of consolidation. Kela also points to the strength of corporate India and sees potential in smaller companies for long-term investors. Investors are encouraged to focus on selective, long-term opportunities.
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,