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.
Still In The Early Stages Of A Real Estate Multi-Year Cycle: IME Capital
CNBC-TV18 | April 24, 2024
Still in the early stages of a real estate multi-year cycle says Ashi Anand of IME Capital as he discusses market fundamentals & sectors with Sonia Shenoy & Hormaz Fatakia.
See A Lot Of Value In Paytm For Long Term: Ashi Anand, co-CIO
CNBC-TV18 | March 19, 2024
See a lot of value in Paytm for the long term says Ashi Anand of Valcreate Investment Managers as he discusses market fundamentals & sectoral bets with Reema Tendulkar & Hormaz Fatakia.
Will the rally in PSU stocks continue? What to buy there now?
Economic Times | February 21, 2024
Ashi Anand, co-CIO Valcreate Investment Managers for IME Strategies, finds PSU banks, particularly SBI, attractive. Defence sector and Bharat Electronics are promising. Power, infra, hotels, and hospitality sectors show potential. Small finance banks need proven value creation. Consumer staples await demand growth. Private banks face a valuation ceiling. OMCs are seen as a space where one can trade and currently, there is momentum, but this is not a space where a longer-term value creation opportunity is there.
Ashi Anand, CIO-IME Strategies, Discusses Outlook and Where He Spots Value across Various Sectors
ET Now | February 20, 2024
Ashi Anand, CIO-IME Strategies, discusses PSU, hospitality, banking, and consumer sectors.