While IT remains a trading pick, I am cautious due to potential downside risks in the US market affecting IT jobs. Pharma and FMCG are top picks due to the expected resurgence in consumption, likely to drive strong performances over the next quarters.
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,