Anand Shah of ICICI Prudential AMC discusses their successful PIPE and Value strategies, which have achieved impressive CAGR over the last five years. He highlights the importance of bottom-up stock selection, valuation discipline, and a long-term perspective for wealth creation. Shah remains bullish on Indian equities, emphasizing the potential in capex-linked sectors despite market volatility.
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