Amid investor concerns over potential fiscal policy shifts towards welfare spending, Goldman Sachs holds a contrary view, citing limited fiscal room due to high public debt. They emphasize India’s infrastructure improvements, suggesting policymakers may prioritize sustained growth over short-term boosts.
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,