Metals Rally, AI-Driven Demand & IT Sector Outlook | Ashi Anand on ET Now

ET Now | 12-Jan-26

Ashi Anand, Founder & CEO of IME Capital, shares his latest market perspectives on ET Now aired 12th Jan 2025, covering key sectoral themes shaping the current investment landscape. In this conversation, Ashi discusses: - The sustainability of the recent rally in metals - Why gold and silver warrant caution despite strong momentum - Long-term demand tailwinds for copper, aluminium, and zinc driven by AI and electrification - A cautious stance on steel amid weak Chinese demand - The AI-led transformation of IT services and digital platforms - Why large-cap IT stocks like Infosys and TCS appear attractively valued - Opportunities in ER&D services versus traditional IT - His preference for real estate over hard infrastructure in the current cycle Watch this discussion to understand how structural trends like AI, capex cycles, and shifting government priorities are influencing sector-level investment decisions.

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