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Rate Cut = Consumer Boost | Ashi Anand on Rate Cuts, Market Trends & Top Sectoral Ideas | ET Now

ET Now | July 3, 2025

Don’t miss this exclusive conversation with Ashi Anand, Founder & CEO of IME Capital, only on ET Now! As interest rates drop, the consumer durables sector is quietly heating up — offering investors a safe haven amid a directionless, volatile market. With global uncertainty looming, Ashi shares his sharp analysis, top tradeable stock ideas, and why the consumer space may be the breakout theme of 2025.

See Strong Growth & Underlying Profitability For Digital Platform Cos Going Forward: IME Capital

CNBC-TV18 | July 2, 2025

‘Expect largely muted earnings across sectors,’ says Ashi Anand, CEO & Founder of IME Capital. Tells Hormaz Fatakia & Sonal Bhutra that that he will be watching out for digital platforms.

Ashi Anand Explains Why D-Street Falls? | What’s The Next Trigger, Market Is Waiting For? | ET Now

ET Now | June 18, 2025

Ashi Anand decodes the reasons behind the recent market dip, pointing to valuation concerns and global uncertainty, while outlining the key triggers investors should watch for a potential turnaround.

Eye On India’s Defence Push; Discusses Sectors & Stocks Amid Volatility | Ashi Anand

ET Now | June 6, 2025

India’s defence sector is booming, driven by government reforms and rising exports. Ashi Anand highlights strong fundamentals and policy support, making defence a resilient investment despite geopolitical risks and market fluctuations.

Defence, Railways & Market Trends: Ashi Anand on What Worked and What Didn’t

CNBC-TV18 | June 4, 2025

Ashi Anand, co-CIO, analyzes trends in Defence and Railway stocks, sharing expert insights on the sectors that thrived—and those that struggled.

Ashi Anand shares insights on IndusInd Bank, Coal Sector, Capital Markets theme & Pharma Sector

ET Now | May 22, 2025

Ashi Anand, Founder & CEO of IME Capital shares insights on IndusInd Bank, Coal Sector, Capital Markets theme & Pharma Sector on ET Now, 22nd May 2025.

Ashi Anand, Founder & CEO of IME Capital on current market & ongoing evolution of digital platforms

ET Now | May 9, 2025

Ashi Anand shares his insights on markets despite geopolitical tensions, the impact of interest rate cuts, and the ongoing evolution of digital platforms in the economy on ET Now 9th May, 2025.

Q4FY25 Earnings Expectations | IT, Banks & More | Sectors To Come On Top Amid Volatility

ET Now | April 8, 2025

Ashi Anand, Founder of IME Capital, talks about Q4 Earning Expectations and shares insights on sectors such as IT, Banks & more.

Navigating The Emerging Bullish Tide: Invest Now or Play the Waiting Game?

ET Now | March 18, 2025

As the market shows signs of a burgeoning bull rally, investors are faced with a crucial decision: dive in or stay on the sidelines? Ashi Anand, co-founder, delves into the strategic considerations of valuation assessments, potential market corrections, and prevailing economic conditions.

We Are Being A Little Slow In Deploying Capital: Ashi Anand

CNBC-TV18 | March 6, 2025

Market Outlook | ‘We do believe that the market may remain muted in the near-term and we are being a little slow in deploying capital’ says Ashi Anand, CEO & Founder of IME Capital in conversation with Vivek Iyer & Reema Tendulkar.

Is the Market Chaos Hiding Major Buying Opportunities in Banks, Autos and Chemicals?

ET Now | February 27, 2025

Ashi Anand, Founder of IME Capital, talks about buying opportunities and sectors with promise in the current market correction.

Ashi Anand shares his views on various sectors – Tech & how AI will impact productivity, Pharma & new drug pipelines, and Consumer

ET Now | February 18, 2025

Ashi Anand, Founder of IME Capital, discusses potential market direction in the short term on ET Now. He also shares his views on various sectors, such as Tech and how AI will impact productivity, Pharma and new drug pipelines, and Consumer.

Ashi Anand’s Market Outlook after the Recent Mid and Small Cap Correction

ET Now | February 14, 2025

Ashi Anand, Founder of IME Capital, sheds light on the importance of looking at the big picture vis-a-vis the recent sharp market correction in mid and smallcaps. He also spoke about the implications of Trump Tariffs on the Indian exports industries as well as his views on the muted Results season across all sectors on ET Now.

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.