2026 Market Outlook: Large Caps to Lead, Small Caps to Follow | Ashi on Tech & Asset Allocation

ET Now | 29-Dec-25

Ashi Anand, Founder & CEO of IME Capital shares his outlook on Indian markets in 2026 on ET Now aired on 29th Dec 2025. He explains why a recovery in economic growth and corporate earnings is critical before small and mid-caps can rally. He outlines why large caps and large mid-caps remain better positioned in the near term, while confidence builds for broader market participation. The discussion also covers quick commerce and new-age tech, including Swiggy, Zomato (Eternal), and the upcoming Zepto IPO, along with long-term opportunities in FinTech and digital commerce. Ashi concludes with clear asset allocation guidance, favoring equities over fixed income, cautioning on precious metals, and maintaining a constructive long-term view on real estate.

IME Capital Logo

IME Capital is a research-first investments firm. We aim to disrupt the wealth management industry, by shrinking the gap in investment insights between central research teams & RMs/Clients.

Contact Us

Follow Us

Disclaimer MF/PMS/AIF/Direct Equities are all subject to market risks. Please read the scheme information and other related documents carefully prior to investing. Past performance is not indicative of future returns. Please consider your specific investment requirements before choosing a fund or designing a portfolio that suits your needs. Market & other data on this site has been sourced from what are considered to be reliable sources. All views shared (product ratings, views on individual securities etc.) are the proprietary property of IME Capital and cannot be used in any form without explicit written consent. IME Capital Pvt. Ltd. makes no warranties or representations, express or implied, on products offered through the platform (and that of our partners) or on the correctness of data & views shared. It accepts no liability for any damages or losses, however caused, in connection with the use of, or on the reliance of its product or related services. Detailed Disclaimer | © 2021 All rights reserved | ARN No: ARN-182445