Anshul Saigal of Saigal Capital identifies mispriced bets in sectors like metals, pharma, retail, financials, and capital goods, capitalizing on market corrections and US tariff uncertainties. He advises caution on the Mag-7 tech stocks and IT services due to potential consolidation and AI impact.
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,