Market expert Neeraj Dewan expresses optimism for the infrastructure sector, particularly in the latter half of the year. He anticipates improved company performance, increased government spending, and accelerated project execution. Dewan highlights L&T, road construction firms, bitumen suppliers, and the pipe sector as potential benefactors. He also discusses IT, tourism, and Agarwal Industrial Corporation as investment opportunities.
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,
August 29, 2026