Swati Khemani of Carnelian Asset Management remains optimistic about Indian equities, citing strong macro fundamentals and potential FII inflows of $1.5 trillion. She anticipates gradual rate cuts by the RBI and favors sectors like BFSI, manufacturing, pharma, and specialty chemicals.
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,