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.
We are seeing greater value and comfort in largecaps: Ashi Anand
Economic Times | September 5, 2023
“In the small and midcap space, we have seen very sharp run-ups especially in anything related to capital goods, defence and railways. We are more concerned around mid and smallcaps compared to the largecap space. We are seeing greater value and greater comfort in largecaps. That is broadly the way we are seeing the market.”
What to buy in the defence pack now? Ashi Anand answers
Economic Times | August 23, 2023
“We need to increase defence spending and also de-risk. Therefore we have seen a lot of traction in the Make in India programme. Now, this is very beneficial for both defence PSUs as well as companies such as Bharat Forge, et cetera, which are starting to build out their defence practices. For Bharat Forge, this is particularly important given that a reasonable part of the businesses are still dependent on internal combustion engine kind of lines of business.”
Ashi on ET Now on Digital Stocks, the Market Outlook & More
ET Now | August 23, 2023
Ashi Anand talks about the recent market rally and the outlook going forward.
Are new age platform stocks worthy of long-term investments? Ashi Anand answers
Economic Times | August 22, 2023
Platform companies have the potential to compound revenues at over 25% in the long term. However, there is a misunderstanding about the profitability of these companies in the listed market space. Anand states that the current expenses are short-term and primarily linked to the current hyper growth phase. As these companies evolve and change consumer behavior, they can reduce costs and introduce monetization strategies
Ashi on ET Now explains why Digital Stocks are such an Attractive Investment Opportunity
ET Now | August 22, 2023
Ashi Anand, CIO of IME Strategies at Valcreate PMS, explains to ET Now on why we are so confident on the value creation opportunity of listed Digital Platforms (such as PayTM, Zomato, Nykaa, PB Fintech etc).
Ashi Anand on ET Now on Digital Stocks
ET Now | July 24, 2023
Ashi discusses consumption themes, digital platforms and market outlook.
Markets could remain range-bound over the coming year: Ashi Anand
Economic Times | July 24, 2023
Ashi discusses the market outlook, digital platforms and FII flows
PMS Performance dazzles the Street
Moneycontrol | July 17, 2023
Article discusses the strong performance of Digital Disruption.