Why Ashi Anand finds largecap IT valuations more comfortable
Economic Times | Ashi Anand | November 30, 2024
IT services have matured, with growth rates typically in the low teens at best. However, the ER&D sector holds potential for sustained outperformance over the long term. When considering midcap IT companies, we tend to favor ER&D firms over traditional IT services, says Ashi Anand, co-CIO.
Top 10 performing PMS schemes of October
Money Control | Rajesh Pherwani | November 18, 2024
Valcreate Lifesciences & Specialty strategy was amongst the top-10 out-performers during the month of Oct-24 despite a weak market sentiment.
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.
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.
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.