Sonam Srivastava of Wright Research suggests a cautiously optimistic outlook for the market, highlighting the strength in small and mid-cap stocks. She recommends focusing on sectors like industrials, capital goods, and consumption, while advising a balanced approach to investing. Investors should gradually build positions in high-quality stocks, considering diversification and a core-satellite approach for new entrants.
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,