Top Sector-Based Themes From Avendus Capital
  • WebDesk BTVI
  • Mar 25 2019

Andrew Holland, CEO, Avendus Capital, expects commodity prices to fall as growth slows down, says gold as an asset will start performing well on back of global slowdown, continues to remain underweight on pharma and auto sectors, expects metal prices to feel pressure as global economy slows down, remains overweight on banking from a 3-year perspective, says NBFCs have opportunities for stock-picking, views market to give investors more opportunities to invest in infra.