Andrew Holland

He isn't impressed by defensive bets, FMCG, or IT either. While he doesn't see any catalyst to move the needle for the former, he feels the high interest rates in the US could impact the recovery of IT companies.

China stimulus may suck flows from India; defence & renewable energy are the sectors to watch: Andrew Holland

Also, premiumisation in both alcoholic and non-alcoholic beverage industries, and the electronics manufacturing sector are key areas to watch for potential growth.

Expect another 5% rally in Q1FY25 for Indian markets, ahead of general elections: Andrew Holland

Capital gains tax, Chinese stimulus could change the narrative for Indian equities. He says the rally in the first quarter of FY25 could be led by banks, IT and metals.

Smallcaps, midcaps may shed 4-5%, but no reason to panic: Andrew Holland of Avendus

Holland is confident about the Indian markets and said that we will witness earnings upgrades in the future, and these are more likely to come from large-cap companies

Q2 earnings to be the next catalyst; IT may see more downgrades: Andrew Holland

The CEO of Avendus Capital Public Markets Alternate Strategies says shares of defence companies are going up more on order wins rather than on execution. The beverage sector, both alcohol and non-alcoholic, is another sector he is bullish on

India ‘best-loved’ Asian market in absence of China stimulus: Avendus Capital’s Andrew Holland

In terms of financials and growth in India, Holland said there will be a few downgrades, likely in metals, banking and IT, before there are upgrades.

India’s new-age tech stocks could be like the next Amazon and Apple: Andrew Holland

Andrew Holland believes that the markets have taken the more negative side of arguments towards new-age tech stocks, which could become the big companies of the future

Why small-caps fail to charm Andrew Holland of Avendus Capital Public Markets Alternate Strategies LLP

Market expert Andrew Holland is wary of small-cap stocks despite their recent rally. He emphasized the need for careful stock selection and questioned the transition possibility of small and mid-cap companies into large caps.

Why Andrew Holland thinks interest in defence, renewables won’t dim anytime soon

Andrew Holland is also bullish on beverages, services and electronics sectors. Global interest and rising capital expenditure will offer lasting growth opportunities, he tells Moneycontrol

Market sentiment to be negative until China announces stimulus package: Avendus Capital’s Andrew Holland

Investors are watching the current economic crisis in China for “impact on global growth” and the resultant market sentiment, Holland said.

Metals, banking sectors to see earnings downgrades: Avendus' Andrew Holland

Holland believes that in the second half of FY24, earnings could be upgraded.

Markets in overbought zone; Wait for another quarter before investing in IT: Andrew Holland

Talking about investment opportunities and challenges in Indian equities, market expert Andrew Holland said he is cautious on IT but bullish on the life insurance and manufacturing industry. Investors should analyse market conditions and align any decisions with their goals and risk tolerance, he emphasised.

Why Avendus CEO Andrew Holland sees India catching up on flows in FY24

Holland believes earnings upgrades are likely to begin in the second half of the next fiscal and capital expenditure may also start picking up pace which could drive inflows to India.

Expect market volatility to be quite high in January, says Andrew Holland

Talking about India, Holland mentioned that the upcoming Budget for 2023-24 will also provide cues for the stock market

Managing Market Turns: Andrew Holland on holding cash and emerging opportunities

In an exclusive interview with N Mahalakshmi, Andrew Holland, CEO of Avendus Capital, shares why protecting capital is an asset and how he sees the new capex cycle taking shape

Too many negative moving parts, best trade is the reopening one: Avendus’ Andrew Holland

Domestic fund inflows may fall by a lesser degree when compared to global markets but will fall by 5%

Interview | Expect to see a healthy earnings upgrade: Andrew Holland, CEO, Avendus Capital

Holland expects markets to remain volatile between now and May/June, and believes markets are reasonably priced from a 3-year perspective

Focus on largecaps; cement will continue to do well: Avendus Capital CEO Andrew Holland

On global markets, Andrew Holland said that US President-elect Joe Biden’s reconciliatory gestures towards China will give a boost to global GDP.

Inventory overhang in auto sector has gone away: Andrew Holland

The auto industry in the country has been severely affected due to the economic downturn. However, Holland feels that there are signs of encouragement for the automakers.

Budget did not help stimulate economy: Andrew Holland

"The companies I speak to are all saying that things are turning down very quickly. To reverse that will take a lot of effort and I don't think the Budget helped do any of that," Holland said.

US retail data indicates economy is in recession: Andrew Holland

With regards to financials, he said he still likes private banks.

Market likely to correct 5% as macros are a bit worrying, don't rush into NBFCs: Andrew Holland

Andrew Holland said the research house will be looking at quality NBFCs though

Short-term risk for market to the downside; like IT, FMCG: Andrew Holland

Overall, the market will move in-line with earnings and for 2018-19 the earnings are expected to be around 15 percent, Andrew Holland, CEO, Avendus Capital Alternate Strategies.

No need to panic @32K because there is no big trigger for a correction in market

Andrew Holland is negative on stocks in IT sector which have reported very poor number. It has already faced pain for the past 1.5 years.

Prefer private banks, says Andrew Holland

According to Andrew Holland, CEO at Avendus Capital, one may prefer private banking stocks.