OMCs undervalued but remain a trading play amid regulatory risks, says IME Capital’s Ashi AnandIME Capital's Ashi Anand suggests OMCs are short-term trading opportunities, not long-term bets, due to persistent government intervention ...
30 Sep, 2025, 10.38 AM IST
Revival in infrastructure spending could drive market upswing: Ashi AnandAshi Anand highlights that market growth hinges on private sector capex as government spending plateaus. He also discusses Yes Bank's strat...
18 Sep, 2025, 11.42 AM IST
Clarity on global tariffs key to Tata Motors’ long-term valuation: Ashi AnandIme Capital's Ashi Anand highlights the strong performance of new-age digital platforms like Paytm. These companies are exceeding profitabi...
12 Aug, 2025, 10.14 AM IST
Ashi Anand sees defence indigenisation as key growth driverIME Capital's CEO, Ashi Anand, sees strong growth in Indian defence stocks due to indigenization efforts, despite Bharat Electronics' sligh...
29 Jul, 2025, 10.38 AM IST
Q1 earnings trend so far does not point to big growth recovery this quarter: Ashi AnandAshi Anand suggests it's too early to declare a growth recovery based on TCS and DMart's results. TCS's unclear guidance and potential US t...
15 Jul, 2025, 10.35 AM IST
Consumer sector a safe haven amid market volatility: Ashi AnandAshi Anand of IME Capital suggests consumer durables are a safe haven amid global uncertainties and banking pressures. Falling interest rat...
04 Jul, 2025, 10.14 AM IST
IndusInd’s turnaround hinges on new leadership stability: Ashi AnandAshi Anand discusses IndusInd Bank's potential recovery with new management and priced-in irregularities, suggesting current holders could ...
23 May, 2025, 10.24 AM IST
Muted outlook for IT services as discretionary spends remain weak: Ashi AnandAshi Anand of IME Capital suggests IT spending clarity may take one to two quarters, with no significant discretionary spending changes exp...
09 Apr, 2025, 08.00 AM IST
Don’t read too much in the bounce-back; go in slowly and wait for overall market to improve: Ashi AnandAshi Anand, Founder & CEO of IME Capital, discusses the current market dynamics and the cautious approach due to various uncertainties incl...
19 Mar, 2025, 08.51 AM IST
Sticking to large and midcaps; looking for buying opportunities in 3 key sectors: Ashi AnandAshi Anand, CEO of IME Capital, suggests focusing on large and midcaps in banks, consumer, IT, and pharma for near-term value. He sees pote...
28 Feb, 2025, 08.31 AM IST
Market may decline further but nothing major, hopes Ashi Anand, points to value zonesAshi Anand, Founder & CEO of IME Capital, suggests cautious investing as further market declines are possible despite India's strong long-t...
19 Feb, 2025, 08.31 AM IST
2 big themes Ashi Anand is betting on in the long termAshi Anand, CEO of IME Capital, emphasizes the promising future of digital platforms and the financial sector in India. Digital forms of tr...
07 Oct, 2024, 08.00 AM IST
Not too concerned about Goldman downgrading; SBI one of the top bets in portfolio: Ashi AnandAshi Anand, Founder of IME Capital, expresses confidence in SBI despite a downgrade by Goldman Sachs. He highlights the bank's attractive g...
07 Sep, 2024, 10.38 AM IST
What to expect from the Indian stock market next week? Ashi Anand answersPharma is something that we are expecting to do reasonably well. Consumption is another segment and it is a very important part of the mark...
27 Apr, 2024, 12.55 PM IST
Will the rally in PSU stocks continue? What to buy there now?Ashi Anand, CIO of Valcreate Investment Managers, finds PSU banks, particularly SBI, attractive. Defence sector and Bharat Electronics are ...
21 Feb, 2024, 09.16 AM IST
We have gone from a slightly more cautious to a more bullish outlook: Ashi AnandAshi Anand says: “From the longer-term perspective, we are very positive on discretionary consumption. Just over the slightly shorter term,...
25 Dec, 2023, 09.11 AM IST
Why metals can’t be a long-term play. What to buy in consumer space? Ashi Anand answersAshi Anand says: “A large part of the consumer space has been struggling for growth. But there are certain segments which are doing relativ...
24 Dec, 2023, 10.00 AM IST