FPIs have driven Sensex above 80,000, capitalizing on 7.2% GDP growth projections and fiscal prudence. The brief pullout is seen as temporary. Large caps gain focus amid rising valuations. Policy continuity, budget reforms, ministry formation, and positive monsoon prospects improve earnings visibility, enhancing India’s appeal to FPIs for sustained investment.
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,