Andrew Holland

Start cherry-picking themes that are likely to play out: 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

Feel constructive towards markets with Nifty near 15,000: Andrew Holland

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

Market divided over interest rate outlook, tightening: Andrew 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

Capex proposals can be inflationary; equity, bond markets may not like it

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

Investors to look at EMs once Covid's worst is behind: Andrew Holland

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

'Disconnect between markets and the reality of on-ground Covid situation'

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

Large-caps will continue to lead rally: Avendus Capital's Andrew Holland

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

Markets are getting a reality check now; use dips to buy IT, pharma stocks

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

Biggest challenge for small firms is surviving the next 3-6 months: 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"

It is time to be active if one is a trader: Andrew Holland

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

India's top hedge fund turns to state-run banks as bad loans wane

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

Investors should become more selective on mid-caps now: Andrew Holland

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

FY18 Earnings can dip to single digit if GST pain prolongs: Andrew Holland

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

Things are not looking great globally: Andrew Holland

Interview with CEO, Ambit Investment Advisors

Current market levels are certainly not for chasing stocks: Andrew Holland

Interview with Chief executive officer, Ambit Investment Advisors