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.
Protect Your Portfolio: Rajesh Pherwani’s Warning Signals
Zee Business | November 22, 2023 | Rajesh Pherwani
There is a need to be cautious in the shares of some sectors… Market will also keep an eye on the elections… Investment opportunities in Canfin Homes, Repco Home also: Rajesh Pherwani, Founder, Valcreate Investment Managers
Expect Digital Platforms To Continue To Grow Faster Than Traditional Biz: Ashi Anand, co-CIO
CNBC TV18 | October 17, 2023 | Ashi Anand
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
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.
Market Outlook: Invest in Defence, Engineering and Government Bank stocks Says Rajesh Pherwani
Zee Business | October 4, 2023 | Rajesh Pherwani
Rajesh Pherwani, CIO at Valcreate Investment Managers, speaks with Zee Business on the opportunities he sees in defence, engineering and govt banks in the current environment.
Recovery Has Been Slower Than Expected In Agro Chem Sector, FY24 Growth To Be In A Range Of 8-10%
CNBC TV18 | September 28, 2023 | Rajesh Pherwani
Recovery has been slower than expected in the agrochem sector, says RV Bubna, Chairman & MD of Sharda Cropchem as he discusses the outlook for the sector alongside Rajesh Pherwani of Valcreate Investment Managers.
Digital Platforms’ Long-Term Profitability is Underestimated – Ashi Anand
CNBC TV18 | September 26, 2023 | Ashi Anand
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.
Index & Top Stocks Before Market Close | Ashi Anand’s Closing Cues
ET Now | September 13, 2023 | Ashi Anand
Ashi Anand talks about top digital companies and the froth in certain capital goods pockets.
Ashi on Small-caps, Capital Goods, Branded Apparels, QSR, Infra, Branded Generics
ET Now | September 6, 2023 | Ashi Anand
Ashi Anand, speaks to ET Now about his views on Small-caps, Capital Goods, Branded Apparels, QSR, Infra, Branded Generics & more.
Ashi on ET Now on Digital Stocks, the Market Outlook & More
ET Now | August 23, 2023 | Ashi Anand
Ashi Anand talks about the recent market rally and the outlook going forward.
Ashi on ET Now explains why Digital Stocks are such an Attractive Investment Opportunity
ET Now | August 22, 2023 | Ashi Anand
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 Anand
Ashi discusses consumption themes, digital platforms and market outlook