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Avendus Capital Alternate Strategies

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  • 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.

  • The Market Podcast l Franklin Templeton crisis: What you should know about the road to recovery

    The Market Podcast l Franklin Templeton crisis: What you should know about the road to recovery

    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.

  • Mkt to track global cues; optimistic on earnings growth for 2018: Andrew Holland

    Mkt to track global cues; optimistic on earnings growth for 2018: Andrew Holland

  • FMCG the best place to hide; slowing China biggest global mkt risk: Andrew Holland

    FMCG the best place to hide; slowing China biggest global mkt risk: Andrew Holland

    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.

  • FMCG the best place to hide; slowing China biggest global mkt risk: Andrew Holland

    FMCG the best place to hide; slowing China biggest global mkt risk: Andrew Holland

    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.

  • Andrew Holland of Avendus Cap bullish on FMCG space in India; wary of China slowdown

    Andrew Holland of Avendus Cap bullish on FMCG space in India; wary of China slowdown

    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.

  • Mkt correction a wake-up call; GST to be game changer for FMCG: Avendus Cap

    Mkt correction a wake-up call; GST to be game changer for FMCG: Avendus Cap

    Like the auto space and would hold on to the stocks they have in their portfolio, said Andrew Holland, CEO, Avendus Capital Alternate Strategies.

  • GST will halt economy for 3 months, which is worrisome: Holland

    GST will halt economy for 3 months, which is worrisome: Holland

    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.

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