Jonathan Schiessl

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.

Trump-led US eco recovery not priced into IT stocks: Ashburton

While IT stocks have factored in the negative effects of US President Donald Trump's protectionist measures such as the H1B visa reform, a possible revival of the US economy under Trump administration has not been priced in, according to Jonathan Schiessl of Ashburton.

Market likely to touch 9000 over long term; like IT: Ashburton

The Union Budget 2017 looks positive for foreign investors, says Jonathan Schiessl of Ashburton, noting foreign flows into India have been disappointing in last 1-2 years.

IT at attractive valuations, plan to top up holdings: Ashburton

Headwinds in the IT sector remains high but the valuations at which IT stocks are trading now looks attractive and Ashburton looks at the sector with a view of topping up its holdings, Jonathan Schiessl said.

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.

Comfortable holding Infosys as most bad news priced in:Ashburton

Jonathan Schiessl of Ashburton in an interview to CNBC-TV18 shares his views on earnings so far.

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

How will Fed decision impact Indian market's fate?

The 'Big Day' will certainly have a tremendous amount of impact on Indian market and here is how the market experts analyse the same.

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.

Market will sell-off if BJP fares badly in 2014 polls: Pro

He sees the market selling off if the Bhartiya Janata Party fares badly in the general elections next year. Expectation of the BJP-led NDA coalition returning to power has been one of the key triggers of the recent rally.

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.