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.
RBI unlikely to play Santa again in February
Consumer price inflation picked up to 0.71% YoY in November from 0.25% in October, driven by persistent food price deflation and weak core inflation. Most