Jonathan Schiessl sees inflation risks in US rally, India allocations may return later

Jonathan Schiessl, Deputy Chief Investment Officer, Westminster Asset Management believes strong US earnings are continuing to drive global equity markets higher, especially semiconductor stocks, despite rising concerns around inflation and bond yields. He said India remains an attractive long-term market, but global investors are still cautious on allocations for now. Schiessl also pointed to China’s low valuations as a factor drawing investor attention amid shifting global capital flows. Disclaimer: The views and investment tips expressed by investment experts on CNBCTV18.com are their own and not that of the website or its management. CNBCTV18.com advises users to check with certified experts before taking any investment decisions.