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.
What to do with Bajaj Auto, DMart, Manappuram Finance and 3 other stocks? Aamar Deo of Angel One decodes
Most of the technical and derivatives indicators point towards a consolidation this week, with markets likely to be further driven by quarterly earnings, FII flows,