HDFC AMC’s Priya Ranjan suggests a “coexistence era” for ICE and EV technologies, with ICE vehicles maintaining dominance in commercial and entry-level segments. While EV growth is promising, infrastructure and cost parity remain challenges. Anticipated interest rate cuts in 2025 could stimulate financing-driven demand, particularly in rural markets and for commercial vehicles, potentially boosting entry-level vehicle sales.
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,