Maneesh Dangi suggests bonds over equities in the near term due to global uncertainties introduced by Trump's tariffs. He foresees a potent...

Swaminathan Aiyar and Maneesh Dangi discuss India's upcoming Budget amid global uncertainties caused by Donald Trump's policies. They explo...

So, your question, of course, is that what happens tight dollar, of course, means tight financial conditions and that essentially means tha...

Maneesh Dangi, Founder of Macro Mosaic, discusses different investment strategies and the market outlook. He emphasizes caution in equities...

So, 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. ...

It 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...

I 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...

Founder of Macro Mosaic Investing, Maneesh Dangi, believes that the government's budget this year is primarily focused on the bond market. ...

“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...

“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 ...

“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...

“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...

I 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...

FII 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 ...

Get into more diversified assets; equities are too expensive, says Maneesh Dangi. “Within India versus US, you would look at India more fav...

Now, typically, if we watch markets for long periods, the discount yield actually dominate the narrative at this stage because everyone ass...

“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...