Indian corporates anticipate a surge in overseas borrowing over the next two quarters, fueled by improved investor sentiment following a US-India trade deal. This agreement, which includes tariff reductions, has already led to buying in Indian bonds and a spread compression.
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,