‘Rest of Middle East may rely on India’: How Israel-Hamas war will impact Indian pharma exports
Business Today | Rajesh Pherwani | October 11, 2023
Worries about essential drug shortages arise due to conflict-related impacts on trade routes
Zomato, Paytm will show sustained PAT profitability 2-3 quarters down the line: Ashi Anand
Economic Times | Ashi Anand | 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.”
India’s ‘Bits’ & ‘Atoms’: Who is winning the race?
Money Control | Ashi Anand | 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 | Ashi Anand | 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.”
We are seeing greater value and comfort in largecaps: Ashi Anand
Economic Times | Ashi Anand | 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 | Ashi Anand | 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."
Are new age platform stocks worthy of long-term investments? Ashi Anand answers
Economic Times | Ashi Anand | 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
Rajesh Pherwani discusses Top sectors that PMS managers bet for higher returns
Money Control | Rajesh Pherwani | August 21, 2023
Rajesh discussses Valcreate Lifesciences, IME Digital Disruption among top-3 PMS strategies in Healthcare and Consumer services respectively with top holdings.
Rajesh Pherwani on Reliance Life Sciences
Business Today | Rajesh Pherwani | August 1, 2023
Why Reliance Life Sciences could be the next big thing in India's biotechnology space