India’s economy experienced unexpected robust growth and low inflation in 2025, a ‘Goldilocks year’. Experts anticipate a cautious Union Budget 2026, emphasizing continuity and fiscal restraint. While cyclical factors boosted growth, policy innovation and strategic investment, particularly in state capex and FDI, are crucial for sustained stellar performance.
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,