Maneesh Dangi' Newsletter
maneesh dangiMacro & Markets
| Platform |  | Pricing | Only free issues | Publishes | Infrequently |
|---|---|---|---|---|---|
| Issues | 8 | Founded | 5 years ago | Last Issue | 2 years ago |
| Active | |||||
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maneeshdangionmarkets.substack.comLatest Issues
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.
Here is a review on my last Asset Allocation call (you can see on my Substack page - April 23’s). i got a few things right. Many...
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!
“Corporate...
Asset Allocation Strategy for 2023
The past
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From apr2020 until the last quarter of 2021, all assets were in a reflationary set-up, one in which policy support led to...
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...
An Essay on nearly everything of India and its Stocks & Bond Markets
If you are a foreign or local investor in India, you must know that we are a credible country- one that never defaulted on its debt, to anyone. Never ever. An emphasis is must here because most emerging countries of past and present, have d...
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Authors
The writers behind this newsletter.
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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