Market expert Sunil Subramaniam anticipates Budget 2026 could be a positive trigger amid weak equity sentiment, driven by reform-led optimism. He suggests AI-focused initiatives and support for private capex, including expanding PLI schemes and public sector bank financing, could attract foreign capital and boost the economy.
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,