Latest news with #Ashika
Time of India
28-05-2025
- Business
- Time of India
ETMarkets Smart Talk: India's structural growth story backed by the 3Ds—democracy, demand, and demography
In this edition of ETMarkets Smart Talk, Amit Jain , Co-Founder of Ashika Global Family Office Services, shares a nuanced outlook on Indian equities amidst global volatility and sectoral churn. Drawing on Ashika's long-term investment philosophy , Jain outlines why India's structural growth remains intact—powered by the three key pillars: democracy, demand , and demography. He delves into how these foundational strengths are creating a multi-decade opportunity for investors and why disciplined, governance-first investing is critical in navigating today's market. From sector preferences to managing corporate governance risks, Jain offers timely advice for high-net-worth individuals looking to build resilient portfolios in a dynamic macro environment. Edited Excerpts – Q) Thanks for taking the time out. The month of May started on a volatile note with benchmark indices witnessing wild swings on either side. How are you reading into markets? A) The volatility in May is largely a function of mixed global signals and sectoral rotations playing out in real time. We're seeing a tug of war between sticky inflation data in the U.S., speculation around the Fed's next move, and ongoing geopolitical tensions that are keeping global risk appetite in check. Despite the Geopolitical unrest, Indian markets are demonstrating resilience, supported by strong corporate earnings, robust domestic consumption, and healthy credit growth. At Ashika Global Family Office Services, we believe this volatility is a healthy reset—allowing markets to consolidate before the next leg up. We are advising clients to stay invested, remain stock- and sector-specific, and use corrections to accumulate high-conviction ideas. This is not a time for broad-based aggression, but a moment for focused, disciplined investing. Q) What is the sense you are making from the March quarter results? Are downgrades more than upgrades this time around? A) The March quarter results have been a mixed bag, but overall, they reaffirm the resilience of the Indian corporate sector. While topline growth has moderated for some sectors due to base effects and softening global demand, margin expansion has been a key positive—especially in segments like manufacturing, auto, and select industries where input costs have come down meaningfully. In terms of revisions, it's been fairly balanced. While there have been downgrades in a few export-facing sectors like IT and chemicals due to global headwinds, we've also seen upgrades in domestic-oriented sectors such as banking, capital goods, and consumer discretionary. At Ashika Global Family Office Services, we believe the market is rewarding companies that have demonstrated cost efficiency, pricing power, and strong balance sheets. The key takeaway this earnings season is that the leadership is becoming narrower, and investors need to be selective and forward-looking in their approach. Q) We have seen IndusInd bank results, and more skeletons could come out of the closet in near future. What should investors do who are invested in these types of companies with corporate governance issues? A) Corporate governance is non-negotiable especially in the current market environment where capital is discerning and trust is paramount. Incidents like what we've seen with IndusInd Bank serve as a reminder that strong financials alone are not enough; the quality of management and governance practices are equally critical. We always advocate a 'governance-first' approach to investing. If there are red flags, whether it's lack of transparency, aggressive accounting, or board-level issues, we prefer to step aside, even if the stock appears attractive on valuations. For investors currently holding such names, it's important to reassess the risk-reward framework. If trust is eroded, capital preservation should take precedence over potential upside. In such cases, a phased exit into cleaner, fundamentally stronger alternatives is often the most prudent path forward. Q) What is the long-term outlook for Indian equities over the next few years? A) At Ashika Global Family Office, our investment philosophy is anchored in India's structural strengths, which we call the 3Ds: democracy, demand, and demography. These are not just buzzwords; they form the foundation of India's long-term growth story and the reason we remain firmly bullish on Indian equities over the next three to five years. A robust democratic framework ensures policy continuity and institutional strength. Rising domestic demand, driven by aspirational consumption and increasing urbanization, provides a solid base for earnings growth. Our demographic dividend, with a young, tech-savvy population, is set to fuel productivity and innovation across sectors. Together, these drivers make India a structural, multi-decade opportunity. Volatility will come and go, but for long-term investors focused on quality businesses and strong governance, Indian equities will continue to be a powerful engine for wealth creation. Q) Which sectors are expected to deliver strong returns going forward? Any safe bets which investors can consider? A) We remain positive on banking, FMCG, and select PSUs like capital goods and power. Banking benefits from strong credit growth and improving asset quality, while FMCG is supported by easing input costs, and rural demand recovery. PSUs in capital goods and power are seeing a structural re-rating thanks to government infrastructure focus. For conservative investors, large-cap quality stocks in these sectors offer a relatively safe and steady opportunity aligned with India's long-term growth Q) How can high-net-worth individuals effectively build wealth in the current market environment? A) High-net-worth individuals should follow Ashika's philosophy of Invest Rightly, Switch Timely—investing initially in quality businesses with strong fundamentals and then actively adjusting portfolios as market conditions change. Balancing growth and capital preservation through disciplined stock selection and timely portfolio shifts, while focusing on governance and sustainable cash flows, is key to building resilient wealth amid volatility. Q) What is your take on Gold? Recently, it has crossed Rs 1 lakh in the physical market. Right time to increase allocation or should investors wait for some cool off? A) Gold has historically served as a reliable hedge against global uncertainty and volatile markets—evident from the aggressive buying by central banks in recent years. However, with macro conditions gradually stabilizing, the safe-haven appeal of gold may wane as investor sentiment shifts back toward equities. At this juncture, it may not be the most opportune time to enter gold. Investors would be better served by observing how global dynamics unfold before making fresh allocations.
Time of India
22-05-2025
- Entertainment
- Time of India
Working in multiple languages has made me more disciplined: Ashika Ranganath
Ashika shares that her favourite actors are Puneeth Rajkumar and Ramya. Kannada actress Ashika Ranganath , who has Karthi's Sardar 2 and Chiranjeevi's Vishwambhara in her lineup, tells us that she initially took up films just for the experience, but later on found joy in being in front of the camera. Excerpts: 'MY ROLE IN SARDAR 2 IS THAT OF A MODERN GIRL WHO REPRESENTS TODAY'S GENERATION' Talking about being part of Sardar 2 , directed by PS Mithran, she says, 'Its makers approached me after watching my Telugu film Naa Saami Ranga . I played a traditional girl in that film, but my role in Sardar 2 is that of a young, modern girl who represents today's generation. I don't have combination scenes with Malavika (Mohanan) ma'am, but Karthi sir has been a fantastic human being to be around. He is an amazing actor who is passionate about his work. ' 'Tamil is the most difficult to learn' She shares that working in multiple languages has made her 'stronger and more disciplined'. She states, 'Exploring various languages has been more beneficial to me as a person than as an actor. Tamil has been the most difficult to learn. I'm from Tumkur, and my mother tongue is Kannada. I didn't have friends who spoke Tamil or Telugu. I speak Telugu more fluently because I grew up watching Telugu movies. But I can understand Tamil now. ' 'I DIDN'T THINK I'D BE AN ACTOR' Reflecting on her initial days in cinema, she says, 'I didn't think I would be an actor. It was my parents who wanted me to be part of movies. I wanted to be an entrepreneur because I'm a commerce student. Of course, dancing was always my passion. But I never thought that would lead me to be an actor. When the opportunity came, I took it up for the experience. When I saw myself on screen for the first time in 2016 (her debut was the Kannada film Crazy Boy ), I felt I wasn't great, but I would be able to do this. ' 'THERE'S SO MUCH COMPETITION TODAY; YOU NEED TO BE ON YOUR TOES' Ashika shares that she now understands the need to build connections in the film industry and states, "It's not like there is a lot on my table from which I get to choose. There are only certain films that are offered to you, and you need to be careful in choosing from them. I initial- ly thought that if a project had to come to me, I would get it. But that mindset doesn't work in today's world, where there is so much competition. You need to be on your toes. When you don't have a film background, you need to be well-connected to land the right projects. But, even though being well- connected will help, that's not the sole reason you will do well. It's a combination of every- thing. Of course, there's luck, hard work, and discipline." 'CHIRANJEEVI SIR MADE WORKING ON A BLUE MATTE COMFORTABLE' Delving into her next projects, she says, "In Kannada, I'm doing a period love drama called Gathavaibhava. In Telugu, I have Chiranjeevi sir's Vishwambhara, a socio- fantasy film. I play a warrior princess in it. It's the first time I'm working on a blue/green matte set. In a real set, we know the atmosphere and feel. But this time, I didn't know what the background would look like. It was difficult, but Chiranjeevi sir made it comfortable. He is well-learnt and updated, and explains to us how a scene is going to be visualised." 'Puneeth Rajkumar and Ramya are my favourite actors' Ashika shares that her favourite actors are Puneeth Rajkumar and Ramya. Elaborating on why she likes them, the actress states, 'I always enjoy the aura Ramya carries in her movies and how she represents herself. Puneeth sir was a whole package as an actor; he used to act, dance, and fight. I think that's how an actor should be. You should be able to do everything for the character. When I started working in movies, I met him a couple of times, and he sang a song in my first film. I got to know the person he is, and the whole of Karnataka admires him for the personality he had.' Check out our list of the latest Hindi , English , Tamil , Telugu , Malayalam , and Kannada movies . Don't miss our picks for the best Hindi movies , best Tamil movies, and best Telugu films .
Time of India
18-05-2025
- Entertainment
- Time of India
After Roadies and Battleground, Ashika Surve to be seen in Splitsvilla X6?
Ashika Surve , a contestant on the reality show Battleground, garnered immense praise for her performance on the show. After participating in Roadies: Karm Ya Kaand, many questioned Ashika whether she would make it to the top in Battleground and she proved it by reaching the finale. The winners of the reality show were Rounak Gulia and Nisha Mishra . Now, the scoop is that Ashika has been approached for the upcoming season of Splitsvilla. This is no secret, contestants from Roadies are often seen on the show in the next season. Talking about her stint in both shows, her journey has been remarkable. If sources are to be believed, Ashika will be seen with Roadies Karm Ya Kaand winner Vashu Jain in Splitsvilla X6 . However, there have been no comments on this by the contestants. Ashika's journey with reality shows began with participating in Roadies: Karm Ya Kaand, season 19, where she was part of Gang Prince, led by Prince Narula. After the stint, she then joined Battleground as a contestant with Rajat Dalal's team, Haryana Bulls. Where Ashika demonstrated physical, strategic, and emotional skills, emerging as one of the tough female contestants. Ashika also entered the finals, however, she couldn't lift the trophy. by Taboola by Taboola Sponsored Links Sponsored Links Promoted Links Promoted Links You May Like Memperdagangkan CFD Emas dengan salah satu spread terendah? IC Markets Mendaftar Undo Battleground has made news since its inception as an online show. From team leaders battling to candidates competing, the show delivered unexpected circumstances that kept viewers interested. The show attracted viewers' attention when Asim Riaz , a former gang leader who led UP Dabangg, was allegedly expelled from Battleground. Asim questioned Rubina Dilaik 's performance on Battleground, a fitness reality show. He considered Rubina was unsuitable for the role. Following the incident, Shikhar Dhawan demanded that Asim apologise to Rubina. As a result, Asim was allegedly instructed to quit Battleground. However, Asim said that he walked out of the show.
