India Consumption At A Crossroads: Oil, Monsoon & Rates—Where Should Investors Bet?

ET Now | 03-Sep-26

In a market conversation, Ashi Anand, Founder & CEO of IME Capital, discussed India’s consumption outlook and opportunities across autos, real estate, pharma, Reliance Industries, and capital-market businesses. Ashi highlighted a preference for companies delivering sustainable 15%+ earnings growth, favoured passenger vehicles over two-wheelers, and pointed to exchanges as beneficiaries of India’s financialisation of savings. He also discussed pharma earnings, Reliance’s potential listing triggers, and moderating real-estate growth.

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