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MACRO MOSAIC
Will India’s markets outperform the US? Maneesh Dangi’s view on equities and asset allocationManeesh Dangi expects Indian equities to outperform the US over the next 6–12 months, with balanced portfolios recommended for domestic inv...- Trump paused tariffs. What should Indian investors do next?Trump’s 90-day tariff pause, excluding China, sparked the biggest US stock rally since 2008. Indian markets, shut for a holiday, may see ga...
- Trump rains on what could be FM’s victory parade in Budget this year: Swaminathan AiyarSwaminathan Aiyar and Maneesh Dangi discuss India's upcoming Budget amid global uncertainties caused by Donald Trump's policies. They explo...
- Rising dollar strength and tight financial conditions to impact emerging markets in 2025: Maneesh DangiSo, your question, of course, is that what happens tight dollar, of course, means tight financial conditions and that essentially means tha...
- Why Maneesh Dangi is cautious on equities, bullish on bonds, and neutral on goldManeesh Dangi, Founder of Macro Mosaic, discusses different investment strategies and the market outlook. He emphasizes caution in equities...
- Expect bonds to deliver as much as equity in next two years: Maneesh DangiSo, I think that macro spasm which market in the West are going through, I think that will unwind and it will pave way for a better macro. ...
- Stay patient; don't dabble in risk right away: Maneesh DangiIt is still likely that Modi would return, but the best case scenario for the market would be a Vajpayee like Modi versus one which continu...
- Bonds poised for a major bull run in next five years: Maneesh DangiI will tell you, first from a, let us say, asset classes point of view, we talked about equity, but a few people realise that return of Mod...
- Prima facie a bond budget; expect a bond rally over next 1-2 years: Maneesh DangiFounder of Macro Mosaic Investing, Maneesh Dangi, believes that the government's budget this year is primarily focused on the bond market. ...
- Will both India EPS and PE have tailwinds from here? Maneesh Dangi answers“Tactically, bond makes the most sense. In India, I have been of the view that credit carry is most attractively valued. But if you are a s...
- 5-10 years will be great for Indian rupee: Maneesh Dangi“As an Indian investor, we are always worried that even though the Nifty might do 15%, if my currency depreciates by 5-10%, my net returns ...
- Maneesh Dangi gives 3 reasons why despite pre-Santa Rally, banking heavyweights are underperforming“So as far as elections are concerned, markets are beginning to recognize that it is not a done deal. There is some probability of a negati...
- 2008 financial crisis may not be reprised in US or India but play out in some other countries: Maneesh Dangi“India's overall leverage is very low and has sort of stagnated over a decade. I would not be surprised if we do not make any major macro m...
- Decent chance of earnings downgrade, nominal growth unlikely to be more than 10% in next 2 years: Maneesh DangiI do not agree with the high for long. It is true that for reshoring and many other reasons including crude interest rates will not go back...
- We are nearing an end of the rate hike game: Maneesh DangiFII debt for last six years, there has been a winter there and money has not come on its own. FII equities, of course, notwithstanding the ...
- What should be a good asset allocation, short, medium and long term? Maneesh Dangi answersGet into more diversified assets; equities are too expensive, says Maneesh Dangi. “Within India versus US, you would look at India more fav...
- Dominant asset allocation in your portfolio should be fixed income: Maneesh DangiNow, typically, if we watch markets for long periods, the discount yield actually dominate the narrative at this stage because everyone ass...
- Budget 2023: Investors should pivot to bond allocation as well as US equity if they can: Maneesh Dangi“The sentiments of retail is also sour for whatever has happened in the last couple of days and to that extent, India's local micro setup, ...
- Maneesh Dangi on why this is the right time to buy bonds“So after two-and-a-half years of winter in bonds, there is very warm weather out there and one can get a lot of opportunities. Even invest...
- Kargil War hero Lt Gen. Joshi hangs his uniform after 40 years of distinguished careerJoshi will continue to inspire the future generations of officers to emulate his sterling qualities, firm resolve to follow the righteous p...
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