Jonathan Schiessl

Still bullish on India; consumption remains cornerstone for India story: Jonathan Schiessl

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Still bullish on India; consumption remains cornerstone for India story: Jonathan Schiessl

“I think broadly speaking, the market does offer a lot from a consumption perspective. So, multiple sectors and it is a very exciting space and has been for some time,” says Jonathan Schiessl, Westminster Asset Management.Wanted your take regarding consumption as a basket? Now, overall demographics of India are quite strong right now and rural … Read more

Old economy stocks could be next year’s story: Jonathan Schiessl

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Old economy stocks could be next year’s story: Jonathan Schiessl

It is probably worthwhile having a barbell approach in the pharma sector with mainly largecap names and maybe one or two smaller ones as well, says the Global Investment Strategist. How are you looking at the overall sentiment for the emerging markets and in particular for India? The mid and the smallcaps too have been … Read more