Bajaj Auto is facing potential electric scooter production disruptions starting in July due to China’s restrictions on rare earth magnet exports, a critical component for EV motors. Despite submitting numerous applications, no clearances have been received, raising concerns about meeting production targets.
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,