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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.

Ashi Anand on Pharma

ET Now | February 16, 2024

Ashi Anand, CIO-IME Strategies at Valcreate, discusses the opportunities pharma companies are facing in the current environment.

Ashi Anand, CIO-IME Strategies at Valcreate, discusses the US Fed rate outlook and the value in new age platforms

CNBC-TV18 | January 31, 2024

Believe the optimism should effectively continue in Large caps & Midcaps, says Ashi Anand, CIO-IME Strategies of Valcreate Investment Managers LLP. He tells Surabhi Upadhyay and Mangalam Maloo that we are likely to see cuts in US Fed rates as well as the in the interest rates in India this year.

Comfortable with Digital Platforms: Ashi Anand

CNBC-TV18 | November 29, 2023

We are more comfortable with digital platforms, says Ashi Anand, CIO-IME Strategies at Valcreate Investment Managers. He tells Reema Tendulkar and Surabhi Upadhyay that they are also evaluating a lot of the D2C brands like Mamaearth.

Swiggy’s pre-IPO motto: execute, don’t ideate

The Ken | November 21, 2023

“They [Swiggy and Zomato] also can increase delivery costs by, say, Rs 10-15, which will be a big push to profitability. Customers might dissent, but there aren’t many alternatives in a duopoly.” says Ashi Anand, CIO of Valcreate IME Strategies.

With shares of Zomato trading at an all-time low in January, few would have bet on the foodtech giant pulling off a nearly 3X leap in value before the year ended. But public investors do reward profitability, after all.

Expect Digital Platforms To Continue To Grow Faster Than Traditional Biz: Ashi Anand

CNBC-TV18 | October 17, 2023

Expect digital platforms to continue to grow substantially faster than traditional businesses says Ashi Anand of Valcreate Investment Managers. Tells Reema Tendulkar & Pavitra Parekh that he is bullish on residential real estate within the realty space.

Ashi Anand on ET Now Oct 23 speaks about IT Results, SaaS & Digital Platforms

ET Now | October 13, 2023

Ashi Anand talks about the weak revenue but strong TCV wins for IT, his search for a dominant SaaS opportunity and long-term views of digital companies.

Digital Platforms’ Long-Term Profitability is Underestimated – Ashi Anand

CNBC-TV18 | September 26, 2023

Digital Platform companies focusing on monetisation aggressively post IPO says Valcreate Invst Managers’ Ashi Anand. Adds Zomato & Swiggy have established their status in a narrow niche.

Zomato, Paytm will show sustained PAT profitability 2-3 quarters down the line: Ashi Anand

Economic Times | September 14, 2023

When Nykaa was listed Zomato, Paytm, all of these were highly loss-making and none of them had a clear path to profitability. Nykaa, Info Edge and EaseMyTrip were the very few digital platforms that could actually make money. When listed market participants were trying to value companies, it was a lot easier to value a company which was profit making.”

Index & Top Stocks Before Market Close | Ashi Anand’s Closing Cues

ET Now | September 13, 2023

Ashi Anand talks about top digital companies and the froth in certain capital goods pockets.

India’s ‘Bits’ & ‘Atoms’: Who is winning the race?

Moneycontrol | September 12, 2023

Ashi Anand, Chief Investment Officer (CIO) at Valcreate Investment Managers, who runs a PMS fund named IME Digital Disruption Fund and invests in the Bits of India, is confident that internet companies will continue to outpace traditional firms as far as sales growth is concerned.

Why is the financialisation trend in India more structural in nature? Ashi Anand explains

Economic Times | September 6, 2023

“We have seen clear trends of financialisation of savings over the last five or seven years.We can see this across the number of demat accounts being opened, the way SIP books of mutual funds have increased, growth of the PMS of the AIF industry. We are still in very early days of this trend.”

Ashi on Small-caps, Capital Goods, Branded Apparels, QSR, Infra, Branded Generics

ET Now | September 6, 2023

Ashi Anand, speaks to ET Now about his views on Small-caps, Capital Goods, Branded Apparels, QSR, Infra, Branded Generics & more.