Andrew Holland is one of the leaders in the financial services industry with an experience of over four decades across UK, Asia, Japan, and Indian markets. He is the CEO of Avendus Capital Public Markets Alternate Strategies. He is a frequent speaker and is often quoted in the media for his valuable inputs and views on markets and economies.
Andrew Holland: Avendus and others
Andrew Holland first came to India in 1997 when he joined DSP Merrill Lynch as Head of Research. Three years later, in 2000, he took over as the Chief Administrative Officer with additional responsibility for all support groups for the organization with emphasis on integration of Merrill Lynch’s global policies and procedures with the Indian firm.
Andrew became the Head of Proprietary Trading for the Indian market as part of the strategic investment group with a total AUM of USD 1 billion. Andrew was also a part of Credit Suisse where he was posted as the Head of Research and was a consistent top-rated analyst-cum-strategist.
Right before joining Avendus, Andrew was the CEO of Ambit Investment Advisors. There, he successfully built one of India’s largest and most successful hedge funds. At Avendus, under Andrew’s leadership, the Assets Under Management (AUM) of the Avendus Absolute Return fund and Avendus Enhanced Return Fund crossed over INR 5000 crore in one year.
The market predictions by Andrew Holland:
Andrew Holland has a wide experience and knowledge of the markets, and he regularly shares his thoughts and ideas on how feels about the markets. Most recently, Andrew Holland pinpoints that global tightening by central banks and unachieved growth expectations as the two key factors that derail market optimism.
Andrew also thinks that the battered real estate sector may be one of the surprising beneficiaries coming out of the Covid-19 pandemic. The reason for this is that the work-from-home situation forces urban Indians to rethink where they live. He seems to be hopeful of the real estate sector that is expected to emerge as one of the revolutionary industries post the pandemic.
Talking about Indian market, Andrew expects it to consolidate post its recent run. He forecasts that once it gets unlocked, the market will try to get to the 16,000 level on Nifty right from the next month. He believes that large-caps are likely to lead the way again once the economy picks up again. He also predicts that the banking sector will be the main driver of the index once the economy starts to reopen.
Andrew’s experience on financial services makes him see a momentum in the markets consistently. When the market hits a high, it coincides with global markets hitting highs. He projects that inflation is expected to spike up a bit, though in a few weeks down the lockdown, the inflation story would die down.
Andrew at Bull Run Summit
Andrew Holland joins us at Bull Run Summit from 23rd to 25th July 2021. He shares his experience, stories, ideas, and tips on global markets. He talks about the Equities and ETF (Exchange Traded Fund). Some of the key points that Andrew highlights include liquidity driving the markets, India being the preferred long-term destination for foreign direct investments, and markets anticipating a continuation of fiscal packages.
Join us at BULL RUN SUMMIT from 23rd to 25th July 2021 to know more about market strategies from Andrew Holland. He predicts the global market, the trading trend, and the technology forefront. He also guides the beginners to keep an eye on India as a major player in the markets.
Book your slot now, register at https://www.bullrunsummit.com/.
Mahendra Kumar Jajoo is the Head of Fixed Income of Mirae Asset Investment Managers (India) Pvt Ltd. Jajoo has an experience of over two decades in the field of financial services, including 12 years of experience in Fixed Income funds management. He is responsible for supervising all debt schemes of Mirae Asset Investment Managers (India) Pvt Ltd.
Prakarsh Gagdani is the new age investor who believes that there are no shortcuts for success with money. As an investor, one has to have the basic principles that govern wealth the right way, and patience is certainly the key. He is the Founder and CEO at 5Paisa.com, India’s first listed fintech company.
Nikhil Kamath is a financial wizard and the Co-Founder of Zerodha, India’s first online brokerage firm in 2010. The bootstrapped startup which Nikhil started along with his brother Nithin has a valuation of over INR7000 crores making Zerodha the largest retail brokerage platform of the country.