In the Media
Press Coverage
INVasset and Anirudh Garg in the financial press — features, columns, and market commentary.
PressDefence rally riding on structural tailwinds, not just conflict sentiment, say analysts
The recent rally in defence stock has coincided with current geopolitical tensions, but the movement is more from strong order pipelines, performance and anticipated long term gains rather than on short term considerations of conflict, say experts.
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PressETMarkets Smart Talk | Dollar strength, geopolitics & yields – the triple threat roiling Indian markets: Anirudh Garg
Amid market volatility fueled by global factors like dollar strength and geopolitical tensions, Anirudh Garg of INVasset PMS offers insights on navigating Dalal Street. He suggests tactical portfolio shifts, highlighting opportunities in sectors like textiles, financials, and defence. Garg emphasizes a data-driven approach to managing risk and uncovering long-term value in a dynamic market.
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PressDaily Voice: India still a top FII bet as Dollar cools; RBI may cut rates, says this fund manager
Healthcare remains a key focus area given the long-term demand drivers and innovation in the sector, said Anirudh Garg of Invasset PMS.
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PressDefence stocks witness profit booking despite escalating Indo-Pak tensions
Shares of Bharat Dynamics and Mazagon Dock Shipbuilders closed 5% lower on Wednesday while those of Garden Reach Shipbuilders, Cochin Shipyard and HAL fell between 1 and 2%.
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PressOperation Sindoor: What's next for Indian defence stocks?
As tensions rise between India and Pakistan, the spotlight turns to the defence sector, with domestic companies poised to benefit from increased military spending.
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PressSensex rises 0.13%, Nifty ends above 24,400 amid escalation in India-Pakistan tensions
The Indian armed forces launched “Operation Sindoor” on Wednesday to hit terrorist infrastructure at nine sites in Pakistan and Pakistan-occupied Kashmir, to avenge the Pahalgam terror attack.
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PressOperation Sindoor impact on stock market: Sensex, Nifty end higher despite India-Pak conflict; defence index tanks 1%
Operation Sindoor impact on stock market: The Indian stock market traded with mild losses on Wednesday, March 7, after Indian armed forces, as part of Operation Sindoor, hit multiple sites in Pakistan.
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PressOperation Sindoor unlikely to hit India’s international trade; impact on equities may be short-lived, say experts
While the cross-border strikes marked a bold response to terrorism, market strategists say India’s trade relationships remain secure.
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PressHow can retail investors make money in the current markets?
More earnings downgrades are probable as fiscal 2024-25 (FY25) results come in, according to Anirudh Garg
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PressDaily Voice: Don't see earnings downgrades risk for these 4 sectors, says Invasset PMS' Anirudh Garg
The polarized earnings season reinforces the need for selective investing in structural growth areas rather than broad-based exposure, said Invasset PMS' Anirudh Garg.
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PressSmart accumulation or euphoria? Retail investors hike stakes in 363 smallcap stocks in Q4
small cap stocks: In 66 additional stocks, retail holdings increased by 1% to as much as 4.94%. Notable names among these include Dreamfolks Services, DAM Capital Advisors, EKI Energy Services, Jindal Drilling & Industries, Samhi Hotels, Aarti Pharmalabs, Hindustan Construction Company, Barbeque-Nation Hospitality, KRN Heat Exchanger and Refrigeration, and Computer Age Management Services (CAMS).
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PressFIIs hit sell button on TCS, Infosys and 5 other IT stocks. Is this peak pessimism?
India’s IT sector is witnessing a sharp correction, with FIIs exiting heavyweights like TCS, Infosys, and HCL Tech. The Nifty IT index has plunged 26% from its peak. While most IT majors saw FII stake cuts in Q4 FY25, Wipro was the lone exception. The broad-based selloff raises questions on whether this is peak pessimism or a deeper correction ahead.
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PressThe Laal Street Amid China-US Tariffs Quarrel
The worldwide market downturn initiated by President Donald Trump’s extensive tariffs on all imports cause a ripple effect and revives concerns about a worldwide recession
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PressRBI changes stance from neutral to accommodative: What does it mean?
The Reserve Bank of India (RBI) Governor Sanjay Malhotra has announced a cut in the repo rate by 25 basis points, bringing it down from 6.25% to 6%.
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PressShare Market Highlights: Trump tariffs overshadow RBI moves; Sensex drops on IT, pharma weakness
On April 9, 2025, Indian markets declined as the Sensex fell 380 points and the Nifty dropped 137 points, mirroring global selloffs triggered by new U.S. tariffs. Despite the RBI’s rate cut and accommodative stance, investor sentiment stayed weak, with IT and pharma stocks hit hardest. Consumer stocks gained, buoyed by the RBI’s lowered inflation forecast.
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PressSensex ends 400 pts lower, Nifty below 22,400 as tariff jitters outweigh RBI's rate cut; FMCG stocks shine
The broader market reflected the weak mood, with midcap and smallcap indices falling 0.5 percent and 0.9 percent, respectively. Analysts remain wary of the space, as valuations still haven’t eased.
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PressRBI’s second rate cut signals game on: What it means for stock market investors
The RBI cut repo rates by 25 bps to 6% and shifted to an accommodative stance, signalling more cuts ahead to support growth amid global uncertainty. Markets were subdued; gold loan NBFCs fell on tighter norms. Experts expect further easing to boost demand, though transmission may take time.
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PressExpert views on India central bank cutting rates
The Reserve Bank of India cut the repo rate by 25 basis points to 6.00% and shifted its policy stance to "accommodative" to support economic growth amid global uncertainties. Experts anticipate further rate cuts this year due to weak growth momentum and inflation control. The move is seen as positive for equities, housing, and infrastructure sectors.
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