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WESTMINSTER ASSET MANAGEMENT
Jonathan Schiessl flags prolonged inflation risk amid conflictGlobal markets show resilience but geopolitical conflict fuels uncertainty. Inflation risks persist, impacting central bank strategies. Inv...- Jonathan Schiessl sees limited impact on India from US tariff movesDespite ongoing uncertainty in U.S. trade negotiations, the market remains optimistic, dismissing much of the rhetoric as bargaining tactic...
- India a key beneficiary of global portfolio diversification: Jonathan SchiesslGlobal equities are performing well despite concerns about tariffs and geopolitical issues. Investors are seemingly ignoring negative news,...
- India looks attractive; 4 themes could prove to be longer term stories: Jonathan SchiesslJonathan Schiessl of Westminster Asset Management discusses sector prospects. He sees potential in IT, selective healthcare, and FMCG for m...
- Rising consumption and ongoing premiumisation is a story for India: Jonathan SchiesslJonathan Schiessl, Deputy CIO of Westminster Asset Management, remains optimistic about stock returns despite expected volatility with Trum...
- India story strong but vulnerable to bit of profit taking in short term: Jonathan SchiesslI think the underlying India story still looks very strong and so that yes, it is at the moment just the market is probably vulnerable to a...
- Jonathan Schiessl expects a good year for India in 2024, stays clear of PSU stocks“We still very much like the financial space, the banks. Again, some of the foreign investors cannot trade in the domestic market. They hav...
- Pharma doing well, but one needs to be aware of what's going on with the companies: Jonathan Schiessl“If cricket franchises were to list, we would have to understand the business models. Are they profitable? Sports franchises listed elsewhe...
- Jonathan Schiessl on why there is some justification for higher valuations in India“In the PSU sector, there is always a risk of divestments or other sort of factors at play. So generally, we shy a little bit away from the...
- Jonathan Schiessl sold L&T and took the money out of India. Here's why“We still continue to look at the slight laggards. Some of the private sector banks, you know, have not done anything near as good as a lot...
- Is there enough headroom for ITC to rise significantly from here? Jonathan Schiessl answersITC is an interesting company and we have seen some restructuring moves finally happening. ITC's core business still continues to be tobacc...
- Financials remain a good way to play Indian market; IT may have bottomed out: Jonathan Schiessl"For an outside investor, Indian financials are a very good way of playing the broader Indian story if you like because banks have their fi...
- Market fall appears to be an excuse to lock in a bit of profit: Jonathan SchiesslIndia remains well positioned in the longer term, despite the short-term risk of capital outflows prompted by investors wishing to lock in ...
- India to remain one of the standout emerging markets: Jonathan SchiesslI was looking at some data which is that if you look at the last 12 months or even last 24 months of net FII activity to India, it is negat...
- Jonathan Schiessl likes Indian banks, says IT may underperform. Here’s whyIndian markets are becoming attractive after a dip in performance compared to other emerging markets, says Jonathan Schiessl, Deputy CIO of...
- Jonathan Schiessl on why defensive counters like consumption may outperform now“We have held a reasonable weight to this sector to keep a balanced portfolio. The expectations were not that high and obviously the number...
- I am not sure if now is the time to be getting too adventurous: Jonathan Scheissl“The Indian story this time is different, it is appealing, we are growing, and inflation is not a large concern like what it is for Europea...
- Indiabulls Real Estate gets plan approval for London projectLast year, the company had entered the London market with acquisition of 22, Hanover Square in Mayfair, Central London, a 87,444 sq ft comm...
- Indiabulls Real Estate gets Westminster City Council nod for redevelopment of London propertyIndiabulls Real Estate has received planning permission from Westminster City Council for redevelopment of its London property on Tuesday.
- Indiabulls Real Estate looks to sell 40% in London propertyThe developer is in talks with PE firms, sovereign funds and family offices to sell a 40% stake in the project in London for around Rs 1,00...
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