Market Outlook With Ashi Anand | Nifty Steady, Midcaps, Banks Strong, Smallcaps Lag

IME Capital’s Ashi Anand breaks down the market mood as midcaps hold firm but smallcaps struggle. With growth improving, rates falling and consumption reviving, Ashi outlines the top themes he’s bullish on—digital platforms, banks, BFSI, capital markets, real estate and select consumer names. He also flags caution on pharma, IT and capital goods. From moats to valuations, find out what to buy, what to avoid, and how to play the next phase of the market.