“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 ...

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

In India’s case our argument has always and always been that India’s market for last one year or rather 15-16 months has never been cheap e...

“If one is a speculator, then one is very likely to get whipsawed playing the momentum. So, the reasonable strategy in this setup is contra...

“The macro is no longer as dark a red as it was appearing in October, November, December. It is turning amber again and perhaps it is the b...

“I have been warning that it is a short business cycle. Do not think of it as another 2003 or 2008. It is a very short business expansion t...

“Just let your money do some basic plumbing and do not lock your money for long term because most probably in the next five-six months you ...

“I am pessimistic on currency, extremely pessimistic on bonds and neutral to bullish on equities through the lens of Budget.”

“The macro setup is not yet good and we will continue to live with a lot of volatility without any remarkable gains in the asset market.”

“Align your portfolio with big indices because they help navigate uncertainty better as inherent liquidity of big indices reduces the uncer...

“My bet is in India the bull market would be longish and the midcycle phase would persist for one-two years at least, if not more. There wi...

During the four-day sell-off in the market, investors’ notional wealth has declined by Rs 10.3 lakh crore.

“Fixed deposits, bonds are all no-no. Commodities look expensive. Equity is the only place where you can hide in mid cycles but do not have...

"Small caps and midcaps would underperform mega caps over six, eight months and markets would struggle," says the macro investor and adviso...

Residential real estate because of the high affordability, low real rates, and easy access to mortgage is out to fly and would do very well...

The Street is arguing that growth would be only 8-9 per cent, but there is scope for outperformance.

The long-term bonds prices may see some volatility, but that would be very milder than stock prices. It is safe to invest a lumpsum in debt...