Ashi Anand sees defence indigenisation as key growth driver

Ashi Anand sees defence indigenisation as key growth driver

“This is a space we like quite a lot. There are limited opportunities where you have such clear growth visibility over the next 5 to 10 years. In defence, given India’s historically high level of defence imports—India was the world’s largest importer until Ukraine overtook us recently—there’s a strong government push to indigenise, which provides … Read more

We have gone from a slightly more cautious to a more bullish outlook: Ashi Anand

We have gone from a slightly more cautious to a more bullish outlook: Ashi Anand

Ashi Anand, Founder & CEO, IME Capital, says “in a market where the overall underlying momentum is quite strong, the sentiment is positive and the longer term outlook is looking good, it is important not to get carried away. There is a right price at which you need to buy a company. And if you … Read more