Geopolitical uncertainty clouds outlook, but defence story remains strong: Ashi AnandMarket direction is highly fluid due to US-Iran conflict news, with sentiment shifting daily. While recent market corrections offer accumul...
Ashi Anand: India’s chemical value migration from China a long-term growth storyAshi Anand of IME Capital sees India's speciality chemical sector poised for long-term growth, benefiting from global de-risking from China...
Market likely to remain range-bound amid global trade uncertainty: Ashi AnandIndian markets have experienced a lacklustre year due to global trade uncertainties and slowing growth. Ashi Anand of IME Capital anticipat...
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 ...
Markets eye tariff clarity and Middle East calm for next big move: Ashi AnandAshi Anand of IME Capital suggests that easing monetary policy by the RBI, including CRR cuts, could revive consumer demand and capital goo...
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 ...
8 high-performing PMS funds in April with up to 10% returnsIn April 2025, select PMS funds significantly outperformed the Nifty50, which returned 3.46%. Trivantage Capital’s Small and Midcap Financi...
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...
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...
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...
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...
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...
Strong FII flows may come back into India post elections: Ashi AnandIf you just go over the last six months, one year, two years, three, five, it is very consistent that India and the US, these are the only ...
We are seeing very strong momentum in smallcap space; froth can continue over short to medium term: Ashi AnandAshi Anand says: “Timing when the markets will turn and when largecaps will start delivering more than small and mid, is very difficult. Bu...
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...
We focus on those parts of the market where value creation is happening: Ashi Anand“We have a strategy that we call concentrated microtrends where we are really focusing on those parts of the market where we are seeing val...
The rise of the MSME sector in post-pandemic IndiaWith turnover as one of the criteria, there is now unmistakable evidence of MSMEs getting bigger with several units crossing the threshold ...