Investors to look at EMs once Covid's worst is behind: Andrew Holland

Housing and retail sales in the US are already starting to fall, CEO Holland

Most global markets have been on a roll with the economic recovery gaining momentum amid the flush of liquidity. ANDREW HOLLAND, chief executive officer, Avendus Capital Public Markets Alternate Strategies, tells Puneet Wadhwa in an interview the two key matters that may derail market optimism are global tightening by central banks and growth expectations not being met. Edited excerpts:
 
Equities, commodities, inflation, bond yields, and global debt levels — everything is on an upswing. Do you think all this will end badly for global financial markets a few years from now?
 
It's always hard to predict that one