Not too concerned about Goldman downgrading; SBI one of the top bets in portfolio: Ashi Anand

Ashi Anand, Founder of IME Capital, expresses confidence in SBI despite a downgrade by Goldman Sachs. He highlights the bank's attractive growth and profitability. Anand also mentions increased weights in consumption and FMCG sectors due to signs of rural recovery. Upcoming US CPI data and potential Fed rate cuts are crucial for market dynamics.