Economist Swaminathan Aiyar argues that India’s strong economic growth is a result of long-term structural reforms, not short-term budget adjustments. He advises the government to prioritize fiscal consolidation and deregulation over new stimulus measures or expanding subsidies and PLI schemes, emphasizing the need to cut red tape to sustain momentum.
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,