Ashburton

if US continues to rally then the EM complex as a whole would still look attractive from a valuation perspective but India is looking fairly priced within that complex, said Jonathan Schiessl of Ashburton.

Difficult to find value stocks in India at current levels: Ashburton

Jonathan Schiessl of Ashburton in an interview to CNBC-TV18 spoke about the geopolitical tensions and their impact on global markets and if corrections could be an opportunity to buy.

Upbeat on India despite high valuations; see FIIs returning: Ashburton

HDFC has been simply the most consistent performer over a long period of time and it has scaled to be able to grasp various opportunities, said Jonathan Schiessl of Ashburton.

Ashburton India Fund gave over 90% return since 2012; top 5 stocks they are betting on

Ashburton India Equity Opportunities Fund is a USD-denominated fund offering investors access to one of the largest, fastest-growing and most exciting economies in the world.

FIIs have been underweight on EMs for a while: Ashburton

Schiessl likes some large-cap auto stocks and says their valuations look attractive. He is also positive on the auto ancillaries companies.

Underweight on IT; like cement, NBFCs: Ashburton

Speaking to CNBC-TV18 Jonathan Schiessl of Ashburton said that he was a long-term holder of Infosys. “We are underweight on it and we haven‘t held TCS for some time,” he said.

Why Ashburton is backing Godrej Ind, Tata Motors

In an interview with CNBC-TV18's Anuj Singhal and Sonia Shenoy, Jonathan Schiessl of Ashburton talked about the markets and discussed the fund's top portfolio holdings.

India offers good value over 3-yrs; prefer largecaps: Ashburton

Jonathan Schiessl of Ashburton does not think India is trading at attractive valuations yet. However, two things are definitely in favour of the nation — lower commodity prices and earnings recovery, which he believes will materialise soon

Euro rally tradable but prefer $ longer-term: Ashburton

Jonathan Schiessl of Ashburton says that the ECB decision was bit of a disappointment and could create more volatility in the markets.

Ashburton 'comfortable with having more' in India vs China

Amongst the worst hit in the recent stock market volatility were equities in India and China. That would have been consternation for Jonathan Schiessl whose Ashburton manages a 'Chindia' fund.

Union Budget 2015: Here's why India Inc gives thumps up to Jaitley's Budget

Adi Godrej, chairman, Godrej Industries is confident that the constitutional amendment to goods and services tax (GST) will be passed in this Budget session. He expects FY16 GDP to be around 8.4-8.5 percent.

FIIs keen on India but wary of politics: Jonathan Schiessl

Jonathan Schiessl of Ashburton says fallings commodity prices, though a positive, does not help much as he feels investing in commodity-related stocks is tough in Asia's second-largest economy.