Geopolitical tensions significantly influence financial markets, impacting supply chains and commodity prices. Despite events like the Russia-Ukraine conflict and US-China trade tensions causing short-term volatility, Indian equity markets have shown resilience. Experts advise maintaining a long-term perspective, diversifying asset allocation, and incorporating safe-haven assets.
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,