We are focusing more on the bottom-up strategy rather than the top-down strategy. So, wherever we see earnings surprises, wherever we see non-linearity, either in terms of earnings growth or possible multiple expansion, that is where we are basically moving towards.
Ashi Anand sees defence indigenisation as key growth driver
IME Capital’s CEO, Ashi Anand, sees strong growth in Indian defence stocks due to indigenization efforts, despite Bharat Electronics’ slightly below-expected revenue. However, Coal India
July 29, 2025