India’s steel prices are rising despite weak global markets, supported by infrastructure spending, manufacturing growth and higher input costs. While Chinese oversupply pressures international prices, robust domestic consumption and capacity utilisation underpin India’s outlook, with cheaper imports remaining a key risk.
Nicholas Sleep’s investing lessons: Why patience, conviction and long-term thinking matter
Nicholas Sleep’s investment philosophy emphasises independent thinking, patience, and understanding business fundamentals. His successful Nomad Investment Partnership demonstrated the value of identifying high-quality businesses, assessing