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Maneesh Dangi' Newsletter

maneesh dangi

Macro & Markets

Platform
Substack
PricingOnly free issuesPublishesInfrequently
Issues8SubscribersRead maneeshdangionmarkets.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Change in Asset Allocation (Nov24)

Writing here after a gap of 1.5 years, as there hadn’t been any changes in asset allocation during this time.

a year ago
11
0

Reviewing Asset Allocation Strategy for 2023

This is a review of last quarter’s asset allocation strategy note (posted on Substack and with details on LinkedIn). Questions are from media interviews. Hope you find it useful. Happy new financial year to all my friends!

3 years ago
16
2

A short memo on India's opportunities and threats

The cyclical opportunity for India is that our Covid recovery is late & has a significant space to accelerate. Nearly after a decade of struggle, our banks and industry balance sheets are clean & well-capitalized. There is a decent momentum...

3 years ago
11
0

Authors

The writers behind this newsletter.

  • maneesh dangi

    Was Co-CIO @Mf (2006-21), Managed India money $25bn+. FI sales (2000-05), Now run macro asset allocation strategy. Building Mosaic AMC. I write here to connect with my old friends & investors.

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