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.
Probal Sen flags muted quarter for Reliance as O2C weakness weighs
Reliance Industries anticipates a subdued earnings report this quarter. The oil-to-chemicals segment faces pressure, impacting overall numbers. While retail and telecom offer stability, energy business