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. ...

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

“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 ...

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 ...

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...

“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...

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

Five-year interest-rate swaps jumped to 5.42 per cent on March 8, the highest in more than a year, reflecting surging expectations of a tig...

While the government has said economic indicators suggest a broad-based recovery ahead, it forecasts the worst contraction since 1952 for t...

Inflation will probably remain elevated over the next six to 12 months, says Maneesh Dangi.