IME Capital's Ashi Anand Predicts Stronger Markets in 2026, Highlights Key Growth Sectors

• Ashi Anand of IME Capital forecasts a robust market recovery in 2026, driven by GDP growth and corporate earnings, following a subdued 2025.
• Digital remains his highest-conviction theme for long-term growth, while consumption shows early signs of revival due to tax cuts and lower interest rates.
• Banking and financial services are set for improvement as past headwinds bottom out, with fintech poised for significant value migration over the next decade.
• Anand finds the Zepto IPO "very interesting" for its pure-play quick commerce exposure but cautions on competition and short-term losses.
• The auto sector, particularly passenger vehicles, is expected to see a near-term cyclical upturn, though he remains selective on two-wheelers due to EV disruption.

Why It Matters: IME Capital's Ashi Anand sees 2026 as a year of market revival, favoring digital, consumption, financials, and specific auto segments.