In conversation With Market Guru Andrew Holland, CEO, Avendus Capital

Market guru Andrew Holland lauds a rotational play on the bourses, say tyres, paints, and oil marketing companies will keep things buoyant. With slowing rate hikes, Holland expects money to return to the emerging markets in the new year. Also, bets on auto ancillary and passenger vehicle makers, says India's consumption story is here to stay. Catch Business Today's Global Business Editor Udayan Mukherjee in conversation with market guru Andrew Holland of Avendus Capital.