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Is there merit in looking at contra trades in IT, FMCG or rural facing companies now? Jonathan Schiessl answers“Some of these staples type names are very well positioned within India. There is obviously an excellent structural growth story with a lot...- Quite positive on IT companies in medium to longer term: Jonathan Schiessl“Indian IT companies have one advantage over some global peers in their access to graduates and trained engineers which is easier to access...
- We have not taken money out of India and continue to like it on a medium to longer-term basis: Jonathan Schiessl"We have not yet added to positions in India portfolio. The market has shifted around a little bit. We do not have that many Indian stocks....
- Tom Hiddleston starrer ‘White Stork’ coming soon on Netflix. Here’s what we know so farTom Hiddleston is readying up for a limited series on Netflix, titled “White Stork.” While there is limited information available, as of no...
- Will a recovery in global markets come at the cost of India? Jonathan Schiessl answers“We have reached the top of the dollar and it is perhaps now going to start weakening and then interest in the emerging market group will i...
- In medium to longer term, India remains a very attractive market with very attractive companies: Jonathan Schiessl“India is a great story and the Indian companies are very good but from an investment perspective, in the short term, India is looking a bi...
- Consistent performers! These 34 stocks rallied up to 65% in last 5 festive seasonsThe list includes some blue-chip names, including Tech Mahindra, Bharti Airtel, Tata Steel and Wipro, which have outperformed consistently ...
- 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 ...
- From 30K to 27K; top 5 reasons why there is more pain ahead for SensexAnalysts are positive about the Indian markets on a medium-to-long-term basis, but they expect some bit of downside in the short term.
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