𝗡𝗲𝘄𝘀 𝗦𝘂𝗺𝗺𝗮𝗿𝘆
• Jonathan Schiessl, Deputy CIO of Westminster AMC, believes that all the factors that make India an attractive market for foreign investors still remain in place.
• He also shares his views on HDFC Bank's recent earnings and the Indian auto sector.
• Schiessl suggests that the beaten down sectors like IT and FMCG, which have been underperforming globally, may be worth a look at due to their defensive nature and attractive valuations.