
Macro & Markets
| Platform | Pricing | Only free issues | Publishes | Infrequently | |
|---|---|---|---|---|---|
| Issues | 8 | Subscribers | Read | maneeshdangionmarkets.substack.com |
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Writing here after a gap of 1.5 years, as there hadn’t been any changes in asset allocation during this time.
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!
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...
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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