Press Articles

Top 10 PMS funds in August deliver up to 12% returns: Valcreate leads with digital focus

Money Control  | Ashi Anand | September 19, 2024

IME Digital Disruption PMS, leading the pack, was featured in Top 10 strategies in August-24.

100% return in 20 months! How stocks like Zomato, Policybazaar helped a digital disruption PMS deliver solid returns to HNIs

Business Today  | Ashi Anand | September 19, 2024

Business Today's coverage on 100% return within 20 months delivered by IME Digital Disruption Strategy, which zeroed in on digital platforms during a period of high level of disbelief and pessimism around such companies and our outlook on the market.

These 14 PMS schemes delivered over 70% return to rich investors in 1 year; now own these stocks

Business Today  | Ashi Anand | September 18, 2024

Rajesh Pherwani, Founder and co-CIO, talks about where he finds value in the market and the sectors that look attractive.

Top 10 PMS in July: Valcreate Investment Managers takes the first position

Money Control  | Rajesh Pherwani | August 14, 2024

According to data from PMS Bazaar, Valcreate Investment Managers - Lifesciences and Specialty Opportunity Fund ranked first, with a return of 12.13 percent in July.

What to expect from the Indian stock market next week? Ashi Anand answers

Economic Times  | Ashi Anand | April 27, 2024

Pharma is something that we are expecting to do reasonably well. Consumption is another segment and it is a very important part of the market, but consumption growth is clearly kind of subdued.

Will the rally in PSU stocks continue? What to buy there now?

Economic Times  | Ashi Anand | 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 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.

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

Economic Times  | Ashi Anand | December 25, 2023

Ashi Anand says: “From the longer-term perspective, we are very positive on discretionary consumption. Just over the slightly shorter term, we are seeing some amount of base effect having caught up. While rural consumers who have been weak for some time are coming back, in urban consumer part, we are seeing certain pockets of weakness.”

IT, pharma likely to be biggest beneficiaries of FII inflows. Here’s why

Money Control  | Rajesh Pherwani | December 16, 2023

IT, pharma and certain banks stand to benefit from the gush of FII flows as they have taken the highest dent in FII stake since the rate hike cycle began in 2022.

Podcast: US Fed keeps interest rates unchanged, forecasts 3 cuts in 2024; IRCTC, NBCC in focus, & more | Market Minutes

Money Control  | Rajesh Pherwani | December 14, 2023

Catch the global market set up, and also hear from Rajesh Pherwani of Valcreate PMS in the Voice of the Day segment. Market Minutes is a morning podcast that puts the spotlight on hot stocks, key data points, and developing trends.

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

The Ken  | Ashi Anand | 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 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.