Jonathan Schiessl, Deputy CIO of Westminster Asset Management, remains optimistic about stock returns despite expected volatility with Trump 2.0. He highlights market differences from Trump’s first term, including higher interest rates and inflation, and maintains strong positions in India and emerging markets for long-term growth. Sectors like defence and consumer plays are seen as promising.
F&O Talk | Markets remain jittery but downside appears limited: Rahul Ghose
The markets continued to remain under pressure as the Nifty logged its fourth straight week of losses. Although the index attempted a recovery in the
July 27, 2025