FY26 Markets Range-Bound: Ashi Anand Awaits Trade Clarity, Growth Rebound Cues

Ashi Anand of IME Capital sees FY26 markets range-bound until clarity on US-India trade and growth recovery emerges. Q2 earnings, especially IT, signal potential rebound. Digital platforms (Zomato, Swiggy, Paytm) and banking offer value; capital markets, led by AMCs, promise multi-decadal growth, but avoid frothy small caps and US-dependent sectors.