India’s solar sector is experiencing a surge, driven by decreasing panel prices, prompting industries like Maruti to adopt solar power, reducing long-term costs. Despite potential export revenue margin pressures and reduced government subsidies post-Trump era, India is significantly expanding its solar capacity. Among automakers, M&M presents a strong investment opportunity due to its diverse product range and upcoming EV models.
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,