Indian equity markets have spent nearly 18 months moving sideways, and according to Ashi Anand, Founder & CEO of IME Capital, this consolidation phase has been shaped by a mix of headwinds—weak growth, elevated interest rates, and geopolitical uncertainty. But the narrative is gradually improving. Anand notes that over the past 3–5 months, growth indicators … Read more
“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
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