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JONATHAN SCHIESSL
Jonathan Schiessl flags prolonged inflation risk amid conflictGlobal markets show resilience but geopolitical conflict fuels uncertainty. Inflation risks persist, impacting central bank strategies. Inv...- Global Market | Jonathan Schiessl on how investors can navigate global market volatilityGlobal markets are witnessing a significant rotation from mega-cap tech to real assets, cyclicals, and industrials. In India, IT faces AI d...
- Gold shines as dollar weakens amid US shutdown; commodities key hedge: Jonathan SchiesslUS equity markets show resilience despite the ongoing government shutdown. Dollar weakness boosts gold and precious metals. Emerging market...
- 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...
- How will Trump victory impact ‘tariff king’ India’s export-oriented companies? Jonathan Schiessl answersAs the US election concludes, uncertainty looms over the future of global trade, particularly for export-oriented companies. While some sec...
- Jonathan Schiessl on why he will sit on the sidelines on auto and realty stocksJonathan Schiessl from Westminster Asset Management discusses the Indian real estate and auto markets. He is cautious on realty stocks, sel...
- Still bullish on India; consumption remains cornerstone for India story: Jonathan SchiesslI think broadly speaking, the market does offer a lot from a consumption perspective. So, multiple sectors and it is a very exciting space ...
- Jonathan Schiessl not worried about short-term moves; prefers largecaps in these 3 sectorsJonathan Schiessl, Deputy CIO at Westminster Asset Management, emphasized their medium to long-term investment strategy, favoring financial...
- 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...
- Election, FIIs switching out of India into China in very short term leading to rising volatility: Jonathan SchiesslJonathan Schiessl discusses the focus on FMCG sector by foreign investors in India and the potential in private sector banking despite chal...
- A correction was long overdue in small and midcap space: Jonathan SchiesslJonathan Schiessl discusses the overdue correction in mid and smallcaps, the regulatory concerns about frothy valuations, the importance of...
- Market’s crashed! Is it time to look at pharma and IT now?The relentless selloff in India may be influenced by the situation in China, where there are rumors of further attempts to support their do...
- Stock market in India: When is it the right time to buy? Jonathan Schiessl answers“India has been holding up incredibly well and it is a great story. There are some fantastic companies to invest in India. I do agree that ...
- It’s a buying opportunity; just a matter of when, not if: Jonathan SchiesslOnce you see value, you potentially could start looking at stuff. Whether the bottom is in place or not is anybody’s guess, says the fund m...
- We are entering into an unknown with regards to Britain's exit from the EU: Jonathan Schiessl, Ashburton Investments"Clearly, we are entering into the unknown with regards to an exit from the EU by Britain."
- India to disproportionately benefit from fall in commodity prices: Jonathan Schiessl, Ashburton"The falling commodity complex and energy complex is a good news for both China and India, but it is more important to India than it is to ...
- Expect markets to move marginally higher in near term: Jonathan Schiessl, AshburtonWe are still very comfortable with the IT space. We like Infosys. We still like some of the financials. We are very keen on the financial s...
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