Ashi Anand, CEO of IME Capital, highlights the overvaluation in smallcaps and recent correction. Despite a 20% fall, valuations remain high. Anand suggests a long-term perspective for buying opportunities. Tariffs by Trump may impact IT and pharma sectors, but exact outcomes remain uncertain.
Global markets moving past tariff fears, dollar weakness may boost EMs: Sandip Sabharwal
I think that extreme fund flow picture where just US assets were being bought, including other developed equities, like European equities, despite there being not