Prospects for Tata Group stocks improving; stay with largecaps, says Avendus’ Andrew Holland

“The infrastructure spending on technology, not the usual roads, ports, bridges, that you would necessarily think about infrastructure spending, it's going into technology and that's what governments are doing. I think that bodes well for the industry going forward and keeps the momentum very high for earnings to continue to grow double-digit over the next 2-3 years,” said Holland.

On investment, he said, “Because we deal in largecaps, in derivatives, we want to have that liquidity because you don't know when market risk will come calling so it's good to be able to hedge your portfolio with stocks which would give you that protection, but of course if you have small and midcaps, once the market falls there's no getting out of the business, no liquidity.”

For the entire interview, watch the video