Andrew Holland - CEO at Avendus Capital Public Markets Alternate Strategies LLP

<p>My guest for today is <a href="https://www.linkedin.com/in/andrew-holland-b2505425/">Andrew Holland</a>. Andrew is currently CEO of <a href="https://www.avendus.com/india/alternate-strategies">Avendus Capital Public Markets Alternate Strategies LLP</a> . &nbsp;He &nbsp;joined Avendus Capital from December 2016. Prior to joining Avendus, Andrew was the CEO of Ambit Investment Advisors where he built one of India’s largest and most successful Hedge Funds. Before that he &nbsp;was the Managing Director – Strategic Investment Group for Merrill Lynch in India where he and I worked togehter for a decade. &nbsp;Andrew was the Chief Administrative Officer and Head of Research at Merrill Lynch in India. He successfully built DSP Merrill Lynch to a top Research Broking House which got top ratings in Asia Money, Institutional Investor and Greenwich.</p> <p>This episode is brought to you by<a href="https://multipie.co/"> multipie.co</a> where we believe Investing is an ignored life skill. Multipie is building up a platform where people can form communities and learn, share , collaborate on growing their wealth using the right tools. We want your hard earned money to work for you</p> <p>Show notes:</p> <p><strong>01:36</strong> - Why did Andrew move to India?</p> <p><strong>05:49</strong> - Thoughts on India's longest rally without 10% decline</p> <p><strong>08:08</strong> - Corollary with 2003-2007 capex cycle and FII flow into India</p> <p><strong>12:04</strong> - Are we at the start of a capex cycle from the private sector?</p> <p><strong>14:55</strong> - Misconceptions around Hedge fund investing</p> <p><strong>18:23</strong> - How will the Fed's tapering impact Indian and global markets?</p> <p><strong>25:42</strong> - India's green shoots and slowdown in global ecosystem</p> <p><strong>30:37</strong> - Where are we in the "Commodity bull run"?</p> <p><strong>33:24</strong> - Andrew's take on Valuations of Indian market</p> <p><strong>38:01</strong> - Which sectors are overestimated and underestimated?</p> <p><strong>