India’s economy is expected to grow. S&P forecasts 6.8% growth this fiscal year and 6.9% next year. Strong urban consumption and infrastructure investment will drive growth. Inflation is expected to decrease. The RBI may ease monetary policy. The current fiscal year’s second quarter growth was 5.4%. Several challenges remain, including weak household balance sheets and a competitive global manufacturing environment.
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,