Private banks show attractive valuations and positive future growth. Defence stocks have strong order books but limited rerating potential. ITC faces volume challenges due to taxation changes, impacting its earnings trajectory. Investors are watching budget announcements for potential shifts in these sectors.
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,