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.
As safe-haven gold surges again, loan demand to also shoot up
Gold loan companies expect a significant increase in demand. Record gold prices, fueled by geopolitical tensions, are driving this trend. MSMEs and individuals are likely
March 4, 2026