Markets Range-Bound, Earnings Recovery Ahead: Ashi Anand on Banks, Consumption & Digital

In this ET Now interview aired 19th Dec 2025, Ashi Anand, Founder & CEO of IME Capital, shares his perspective on near-term market direction and the key triggers for the next phase of the bull run. Ashi explains why Indian equities are likely to remain range-bound in the short term, the importance of Q3–Q4 earnings visibility, and how clarity on global trade and policy factors could unlock the next leg of growth. He also discusses where earnings recovery is likely to emerge — from banking and consumption to capital formation — and outlines a strong long-term conviction on internet and digital platform companies, including food delivery and quick commerce. Watch this interview for a structured view on market cycles, sectoral opportunities, and long-term value creation in Indian equities.