Ambit Investment Advisors

Some businesses that have done well in past, may witness a ‘structural break‘, such that the future is rendered disconnected with the successful past.

Difficult to tell when liquidity rally will turn: Ambit

Veteran India investor Andrew Holland, CEO of Ambit Investment Advisors, is sure something will give in the global markets, just that he is not sure when.

Andrew Holland bets on pharma, says GST is already priced in

Speaking to CNBC-TV18, Andrew Holland, CEO of Ambit Investment Advisors said that it is a liquidity market right now.

Brexit may roil markets next week; Mahanagar Gas IPO under lens

Volatility is likely to stay as the new week gets ready for Britain's referendum vote on Thursday that will decide whether the country will remain a part of European Union.

If monsoons fail, govt will have to intervene: Andrew Holland

While two wheelers, select private banks and non-banking financial companies (NBFCs) have growth stories embedded in them, public sector unit (PSU) banks are still about uncertainty, says Andrew Holland, CEO of Ambit Investment Advisors.

Nifty could flirt with 8000 levels, but monsoon is key: Ambit

Earnings have started to bottom out only now, while banks are still reeling under NPA pressure, pushing away the multiplier effect for markets, says Andrew Holland, CEO, Ambit Investment Advisors.

Prefer IT, two wheelers stocks: Andrew Holland

Andrew Holland, CEO at, Ambit Investment Advisors is of the view that one may prefer IT, two wheelers and consumer goods stocks.

Cautious due to changing stance of global central banks: Ambit

In an interview to CNBC-TV18, Andrew Holland, CEO of Ambit Investment Advisors says short-covering has come in across global markets but two things are worrying. One is the European Central Bank (ECB) slashing its inflation target and US Federal Reserve going from hawkish to almost super dovish.

See 5-10% earnings growth in FY17; global outlook fragile: Ambit

Andrew Holland, CEO of Ambit Investment Advisors, says markets will keep an eye on how the European economy will pick up, going ahead. "We are underestimating the cost of migrants in Europe. We will continue to be a little bit more cautious about Europe for now."

Bad news from China could take markets lower: Andrew Holland

Andrew Holland, CEO of Ambit Investment Advisors, says the quality of stocks that are rallying is quite uninspiring and there could be a swift trading move to 7600.

China events to keep market volatile; prefer pvt banks: Ambit

Andrew Holland, CEO, Ambit Investment Advisors, is of the view that Axis Bank and ICICI Bank will see upmove as and when the Indian economy picks up.

Prefer private banking stocks: Andrew Holland

Andrew Holland, CEO at Ambit Investment Advisors likes private banking stocks and in that HDFC Bank will continue to stand out.

See $ weakening in short term; like banks, hospitality cos:Ambit

As far as the Indian market is concerned, it is likely to get excited going into the Budget, says Andrew Holland of Ambit Investment Advisors. He also expects the dollar to weaken in the short-term, which will in turn be beneficial to emerging markets like India

Q2 topline growth subdued, but margin expansion good: Ambit

Andrew Holland of Ambit Investment Advisors is bullish on the banking sector, especially private sector banks, as he believes there is still room for the Reserve Bank governor Raghuram Rajan to go in for more rate cuts. However, he is not too keen on the NBFC space and prefers banks over it

Downtrend may persist till China situation improves: Ambit

Andrew Holland of Ambit expects Maruti's margins to expand going forward and is also bullish on select auto ancillary stocks.

Commodity prices, rate cuts to aid Indian market: Holland

As far as India is concerned, Andrew Holland of Ambit Investment Advisors maintains that Nifty will be at 10,000 by December-end.

Ambit Alpha Fund crosses Rs 500-crore milestone

Ambit Alpha Fund (AAF), an alternate investment fund (AIF), on Wednesday said it has crossed the milestone of Rs 500 crore of assets under management in July, just two years after inception.

Mid-sized cos seeing order pickup; volatile Nifty: Ambit

Andrew Holland, CEO of Ambit Investment Advisors, says the market is taking the meltdown in China too lightly.

See Nifty in 8000-8500 range; rains slackening again: Ambit

On the Parliament session, Andrew Holland, CEO of Ambit Investment Advisors feels it will probably be a washout. However, he is hopeful that GST may get a bit of a further push in the monsoon session of the Parliament.

See 50 bps RBI rate cut on monsoon; sell tech stocks: Ambit

Globally, Andrew Holland, CEO of Ambit Investment Advisors believes China is more worrisome than Greece. He is also worried about the US Federal Reserve rate hike situation.

Short Tata Motors, says Andrew Holland

Andrew Holland, CEO at Ambit Investment Advisors is of the view that one may short Tata Motors.

Nifty range 8200-8500; Chinese meltdown to hit India: Ambit

The current situation in China requires more reforms, more easing. This has the potential to lead to another leg of depreciation in currencies in the world, leading to a further fall in commodity prices and ultimately deflation, says Andrew Holland, CEO of Ambit Investment Advisors.

Real estate to see more pain; Nifty may breach 8000: Ambit

Holland expected volatility in the days ahead as emerging markets in general were vulnerable to a rate hike by the US federal reserve over the next six months

See Nifty at 8000-8500 in near-term; like banks: Ambit

According to Andrew Holland, CEO of Ambit Investment Advisors, 8000 can be a great entry point on the downside. He is betting on banking and industrial stocks, but asks investors to avoid consumer durables due to high valuations and IT stocks.

Avoid IT space, bullish on pharma: Andrew Holland

According to Andrew Holland of Ambit Investment Advisors, one may avoid IT space.