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ASHI ANAND PORTFOLIO
Digital platforms, autos, and a shifting consumption story: Ashi Anand maps the market’s next phaseIndia's equity markets are seeing a leadership shift, with digital platforms and select auto segments driving growth. Ashi Anand of IME Cap...- Largecaps to lead near term as markets wait for earnings and trade clarity: Ashi AnandIndian equity markets face muted momentum, with investors questioning the timing and leadership for a potential recovery. Ashi Anand sugges...
- Market poised for next uptrend as growth revives: Ashi AnandAshi Anand says India’s 18-month market consolidation is easing as growth improves, earnings strengthen and sentiment turns optimistic. He ...
- 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...
- 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...
- 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...
- 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...
- 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 ...
- 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...
- Looking for value amid market slump? 6 sectors for long-term wealth creationExperts see potential in digital platforms, select banks, and IT services for long-term investment despite current market fluctuations. The...
- 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...
- Market Moves: Ashi Anand’s take on Indian IT and auto sectorsAshi Anand, Founder and CEO of IME Capital, provides an in-depth analysis of the Indian IT and auto sectors. Anand highlighted the persiste...
- 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 ...
- 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...
- 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,...
- With 8% weekly gains, Indian IT stocks shrug off US slowdown fearsThe rally helped IT stocks shed the tag of underperformers as the Nifty IT index’s 1-year gains jumped to 24%, outclassing all its sectoral...
- Q2 a very strong quarter for IT deal wins, has potential for bounce-back in FY25: Ashi Anand“We expect to see digital platforms in India outperform overall markets over the coming decade in a very similar way to what you saw the Na...
- Why is the financialisation trend in India more structural in nature? Ashi Anand explains“We have seen clear trends of financialisation of savings over the last five or seven years.We can see this across the number of demat acco...
- What to buy in the defence pack now? Ashi Anand answers"We need to increase defence spending and also de-risk. Therefore we have seen a lot of traction in the Make in India programme. Now, this ...
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