Global markets are showing signs of profit-taking, but Indian equities might benefit from deeply negative sentiment, potentially leading to better returns in 2026. Smallcaps could face prolonged stress, while autos, pharma, and FMCG are favored sectors. Fiscal constraints may limit the upcoming Union Budget’s stimulus potential.
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,