On global markets, Andrew Holland said that US President-elect Joe Biden’s reconciliatory gestures towards China will give a boost to global GDP.
In a special ‘Market Podcast’ with Moneycontrol, Sanghavi highlighted the management of Franklin has acted in the interest of the investors and that is why they have taken these steps.
Globally, the biggest risk is slowing China, and if they have stated that they are buying US treasuries, it means they are likely to depreciate their currency said Andrew Holland, CEO, Avendus Capital Alternate Strategies.
Globally, the biggest risk is slowing China, and if they have stated that they are buying US treasuries, it means they are likely to depreciate their currency said Andrew Holland, CEO, Avendus Capital Alternate Strategies.
Bullish on the FMCG sector despite valuations because GST will be a big game changer for the space, says Andrew Holland, CEO, Avendus Capital Alternate Strategies.
Like the auto space and would hold on to the stocks they have in their portfolio, said Andrew Holland, CEO, Avendus Capital Alternate Strategies.
While the global scenarios is looking up, certain hurdles like the upcoming elections in France in next 2-3 months will be in focus. The upcoming rate hike by the US Federal Reserve next week is already factored in, said Andrew Holland, Chief Executive Officer at Avendus Capital Alternate Strategies.