Stick to themes; don’t be too rotational in this market: Andrew Holland
“FMCG might still be a bit slow growth in rural parts of the economy, but that is already priced in. People know it. We have been talking about this for some time. I am less worried about that. I am trying to focus on what Putin says as these kinds of things will keep the markets on toes as the first year anniversary of the Ukraine attack looms.”
