Jonathan Schiessl on why he will sit on the sidelines on auto and realty stocks

October 21, 2024

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.

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