scorecardresearchAndrew Holland downplays decoupling theme, positive on FMCG, telecom space

Andrew Holland downplays decoupling theme, positive on FMCG, telecom space

Updated: 12 Sep 2022, 09:11 AM IST
TL;DR.
  • Andrew Holland said he is wary of the valuations after the recent up move, however, he is positive about the FMCG and telecom sectors.
Holland said that capex cycles are the big theme in India and the world but they will come from governments and companies.

Holland said that capex cycles are the big theme in India and the world but they will come from governments and companies.