Digital platforms, autos, and a shifting consumption story: Ashi Anand maps the market’s next phase
India's equity markets are seeing a leadership shift, with digital platforms and select auto segments driving growth. Ashi Anand of IME Capital highlights digital platforms as the decade's biggest opportunity due to scalability and operating leverage. While autos benefit from policy tailwinds, consumption shows diverging trends, and IT services face AI-driven uncertainty.
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