Jonathan Schiessl from Westminster Asset Management discusses the Indian real estate and auto markets. He is cautious on realty stocks, selective in auto investments with an interest in Maruti, and skeptical about Tata Motors due to Jaguar Land Rover issues. Schiessl sees long-term opportunities in urban consumption despite current market volatility.
15 stocks held by 100+ MFs in July surged up to 131%; 3 turned multibaggers in CY26
Stocks held by more than 100 mutual fund schemes showed strong gains in CY26, with 15 stocks rising 50% or more through July. Welspun Corp,