Andrew Holland, CEO of Avendus Cap Alt Strategies, says FMCG, consumption themes are not going away. He says next 5 years of global markets will belong to India. He feels MFs should not have large exposure to NBFCs, and says containing the contagion effect is RBI's biggest priority. He feels NBFCs, real estate companies would fall. He also think US President delaying key decisions on trade war is a matter of concern, and expects RBI to cut rates by 50 bps sooner or later.