Andrew Holland

“Sometimes after a big rerating, the share prices consolidate for some time until investors and analysts get to grips with the next growth phase for these companies. After that kind of great…

“Rotation in the sectors will continue to play in 2023. Commodities remain a spot which will probably remain weak for some time. But IT could be the surprise sector if growth starts to see a…

“For now, I would be looking very closely at , and in terms of their business models and if they can sustain what they have been doing and continue to grow into what should be a huge…

“I am not so excited by traditional plays like L&T or . I am looking more at companies like , as they are probably going to benefit more from the latest capex cycle,” says Andrew…

“The numbers reflect many different things at the moment but they have been okay. Margins have been under pressure but the way to look forward to the auto sector is to view that inflation…

“One could still play the market for inflation by looking for those companies with strong cash flows, high dividend yields and so forth and so on but our view is that by the end of this…

“There is no end in sight at the very moment to say prices of commodities are stabilising or still could ratchet it up if the tensions are raised over the weekend. That is why a lot of…

“I do not think there are inflation-proof stocks. One can look at certain technology companies which might be outside of that but of course the valuations are very high and those are usually…

“One cannot walk up and down the escalator, it is very difficult. Once the sentiment is against the technology sector then everything around it is bound to get affected, even though our IT…

It is not one of those corrections where you feel that there is a bigger one coming. We have always said it will be between 5% and 10%, and we have slipped 5% from the highs. Maybe a couple…