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Quick Commerce Disruption: Embracing Long-Term Gains Over Near-Term Losses

CNBC-TV18 | February 4, 2025

In this insightful discussion with CNBC-TV18’s Vivek Iyer and Reema Tendulkar, Ashi Anand, CEO & Founder of IME Capital, emphasizes the significance of focusing on the long-term economics amid the price declines across Zomato and Swiggy. He also highlights what he finds attractive and discusses the portfolio construction tenets of IME Digital Disruption PMS.

Expect Market To Possibly Remain A Bit Subdued Over The Next 3-6 Months: Ashi Anand

CNBC-TV18 | January 3, 2025

‘We do expect the markets to possibly remain a bit subdued over the next 3-6 months’ says Ashi Anand, CEO & Founder, IME Capital. In conversation with Vivek Iyer & Reema Tendulkar he adds that the market is missing any important triggers of growth right now so Q3 results will be very closely watched. Ashi also discusses the outlook & rationale for the Digital Disruption portfolio.

Why Ashi Anand finds largecap IT valuations more comfortable?

Economic Times | November 30, 2024

IT services have matured, with growth rates typically in the low teens at best. However, the ER&D sector holds potential for sustained outperformance over the long term. When considering midcap IT companies, we tend to favor ER&D firms over traditional IT services, says Ashi Anand, Founder & CEO, IME Capital.

Our Founder, Ashi Anand, talks about the NBFCs and IT Sectors’ long-term market outlooks

ET Now | November 29, 2024

IT services have matured, with growth rates typically in the low teens at best. However, the ER&D sector holds the potential for sustained outperformance over the long term. When considering midcap IT companies, we tend to favor ER&D firms over traditional IT services, says Ashi Anand, Founder & CEO, IME Capital.

Nifty IT Managed To Stay Strong Amid Uncertainty: Ashi Anand

ET Now | October 4, 2024

In today’s trading session, Nifty IT showcased resilience and managed to stay strong despite the prevailing uncertainty. Ashi Anand, an expert in the field, provides a comprehensive analysis of the market trends and factors contributing to the IT sector’s stability.

Bullish On Capital Markets Theme, Broking Space Currently Overheated: IME Capital

CNBC-TV18 | September 27, 2024

Bullish on the capital markets theme, says Ashi Anand of IME Capital. He tells Sonal Bhutra and Hormaz Fatakia that they believe there could be a multi-year period where Real Estate prices continue to move up as inventory continues to go down.

Top 10 PMS funds in August deliver up to 12% returns: Valcreate leads with digital focus

Moneycontrol | September 19, 2024

IME Digital Disruption PMS, leading the pack, was featured in Top 10 strategies in August-24.

100% return in 20 months! How stocks like Zomato, Policybazaar helped a digital disruption PMS deliver solid returns to HNIs

Business Today | September 19, 2024

Business Today’s coverage on 100% return within 20 months delivered by IME Digital Disruption Strategy, which zeroed in on digital platforms during a period of high level of disbelief and pessimism around such companies and our outlook on the market.

Ashi Anand discusses the value creation potential of quick-commerce and core advantages of various platform businesses

CNBC-TV18 | September 5, 2024

Ashi Anand, co-CIO of IME Strategies, discusses the outlook on capital goods, and consumer sectors. Breaks down Zomato’s acquisition of Blinkit & potential value-creation from quick-commerce, what makes Zomato a strong franchise and Nykaa’s advantage in the BPC space.

Financialisation Of Savings Theme Is A Structural Play; BlinkIt is key for Zomato at Current Valuations: Ashi Anand, CEO & Founder

CNBC-TV18 | August 12, 2024

Ashi Anand, CEO & Founder, discusses the EV theme in the context of Digital Disruption portfolio construction and the structural themes within the IME Microtrends portfolio.

Expect Some Moderation In Returns In Capex-Heavy Themes: Ashi Anand

CNBC-TV18 | July 22, 2024

‘Expect some moderation in returns in capex-heavy themes’, says Ashi Anand, CEO & Founder of IME Capital. Tells Surabhi Upadhyay & Reema Tendulkar that they have booked some positions in Real Estate & raised cash levels.

Ashi Anand Discusses IME Capital’s Outlook and Insights on the Future of Digital Platforms

CNBC-TV18 | June 25, 2024

Ashi Anand discusses IME Capital’s portfolio strategy, highlighting a shift from capital goods to consumer stocks due to favourable monsoons. The interview also explores the potential of quick commerce and the thesis for digital platforms in India, focusing on Zomato’s growth.

Ashi Anand, co-CIO, discusses IT, Auto, and the Market Outlook

ET Now | June 21, 2024

Ashi Anand, co-CIO, discusses IT, Auto, and the outlook for the market.

Ashi Anand discusses Zomato’s Profitability Trends and Outlook for the Telecom and Capital Goods Sectors

CNBC-TV18 | May 17, 2024

Overall street expectation on tariff hikes is positive, says Ashi Anand, CEO & Founder of IME Capital. Tells Hormaz Fatakia & Reema Tendulkar that Zomato continues to perform positively quarter after quarter in terms of profitability.

What to expect from the Indian stock market next week? Ashi Anand answers

Economic Times | April 27, 2024

Pharma is something that we are expecting to do reasonably well. Consumption is another segment and it is a very important part of the market, but consumption growth is clearly kind of subdued.