Andrew Holland

"The first half of 2023 may see earnings come under pressure due to the global slowdown, and the Indian economy taking time to pick up"

TMS Ep283: Wheat stocks, asset allocation, Andrew Holland, aircraft lease

Will India become an importer of wheat? Where should you park money, as deposit rates rise? What's Andrew Holland's take on markets in Samvat 2079? What is wet and dry lease of aircrafts? Answers here

How does Andrew Holland see markets play out in Samvat 2079?

Andrew Holland, CEO, Avendus Capital Public Markets Alternate Strategies spoke to Business Standard's Puneet Wadhwa on the opportunities and pitfalls investors should be mindful of in Samvat 2079

The markets are quickly coming to the realisation that earnings are likely to disappoint, and that analyst forecasts are too high, said Holland

The main worry for the markets remains a policy misstep by central banks in not tackling inflation or being too aggressive, leading to a sharp economic slowdown, says Andrew Holland

The best part of the budget proposals has been the continuity in managing the fiscal situation and focus on capex spending without any negative surprises, says Andrew Holland.

Samvat 2078: What are Andrew Holland's favourite themes and sectors - Q&A

Is too much money chasing too few stocks in Indian markets? Which themes and sectors will do well in Samvat 2078? Avendus Capital CEO Andrew Holland answers these questions in this exclusive interview

Housing and retail sales in the US are already starting to fall, CEO Holland

Given the weak domestic cues, leading experts see more volatility over the next few sessions

Valuations appear high in some sectors as a small number of stocks dominated the index last year, said CEO Holland

"I expect market volatility to remain high as the US election approaches," says Holland.

"Following the massive fiscal packages and central banks 'backstopping' the bond and credit markets globally, all the markets have risen sharply from the lows seen in March"

The Nifty50 breached 8,800 levels for the first time since February 2017, a 3-year low. The S&P BSE Sensex plunged more than 3,000 points to hit a three-year low on Friday

Andrew Holland, however, said his bullish call was based on the assumption that India does not get a 'messy coalition' government after national elections

Q&A with Andrew Holland, chief executive officer of Avendus Capital Alternate Strategies

Andrew adds he has been expecting a risk-off phase for some time now

Interview with CEO, Ambit Investment Advisors

Interview with Chief executive officer, Ambit Investment Advisors