Nilesh Shah believes the RBI’s leadership transition won’t disrupt policy continuity. India’s success in reducing debt-to-GDP ratio is lauded, while concerns about consumption are addressed with optimism for a revival in the coming months due to festive spending and government spending. The RBI’s role in balancing growth and inflation is emphasized.
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,