Market sentiment is cautious ahead of Budget 2026 due to global uncertainty and pre-Budget positioning. Experts suggest a continued capex push and targeted tax relief to boost disposable incomes and private investment. Investors are advised to focus on post-Budget clarity and earnings visibility, with a selective approach to small and midcap stocks.
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,