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.
Sebi returns draft IPO papers of Anand Rathi Share and Stock Brokers
Jan 20 Sebi has returned the draft IPO documents of Anand Rathi Group’s brokerage arm Anand Rathi Share and Stock Brokers, which proposed to raise