Live Breaking News & Updates on Macro mosaic investing

Stay informed with the latest breaking news from Macro mosaic investing on our comprehensive webpage. Get up-to-the-minute updates on local events, politics, business, entertainment, and more. Our dedicated team of journalists delivers timely and reliable news, ensuring you're always in the know. Discover firsthand accounts, expert analysis, and exclusive interviews, all in one convenient destination. Don't miss a beat — visit our webpage for real-time breaking news in Macro mosaic investing and stay connected to the pulse of your community

bond rally | bond market: Prima facie a bond budget; expect a bond rally over next 1-2 years: Maneesh Dangi

Founder of Macro Mosaic Investing, Maneesh Dangi, believes that the government's budget this year is primarily focused on the bond market. The government's efforts to lower fiscal deficit and create a favorable environment for bonds are likely to lead to a significant rally in the bond market over the next one to two years. However, Dangi notes that the impact of this rally on equity markets will be limited, as high-growth sectors tend to be sluggish during bond market rallies.

India , Maneesh-dangi , Macro-mosaic-investing , Might-also-like , Bond-rally-market , Fiscal-deficit , Bond-budget , Budget-2024-interim , Equity , Consumer-stocks , Et-now

ET NOW and ET NOW SWADESH announce Budget 2024 – Vikas Ki Guarantee

ET NOW and ET NOW SWADESH announce Budget 2024 – Vikas Ki Guarantee
indiantelevision.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from indiantelevision.com Daily Mail and Mail on Sunday newspapers.

Mumbai , Maharashtra , India , Ashok-tyagi , Sanjay-malhotra , Swaminathan-aiyar , Ravi-dharamshi , Arnav-pandya , Nikunj-dalmia , Ashish-jain , Sanjay-kumar-aggarwal , Keshav-bhajanka

ET NOW and ET NOW SWADESH announce Budget 2024 – Vikas Ki Guarantee

ET NOW and ET NOW SWADESH announce Budget 2024 – Vikas Ki Guarantee
adgully.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from adgully.com Daily Mail and Mail on Sunday newspapers.

India , V-ananth-nageswaran , Sunil-subramaniam , Gautam-shah , Arnav-pandya , Vivek-joshi , Nitin-gadkari , Dinesh-nolkha , Sanjeev-bikhchandani , Suvankar-sen , Ashish-jain , Swaminathan-aiyar

EPS | PE: Will both India EPS and PE have tailwinds from here? Maneesh Dangi answers

“Tactically, bond makes the most sense. In India, I have been of the view that credit carry is most attractively valued. But if you are a sort of vanilla equity investor, there is nothing that you cannot cheer about right now from a macro point of view. Tactically within equity, tech would perhaps purely for rate reasons would do the best in the next six months.”

Bombay , Maharashtra , India , Delhi , Bangalore , Karnataka , Lucknow , Uttar-pradesh , Hyderabad , Andhra-pradesh , Maneesh-dangi , Bonds

US recession: In case of US recession, dollar may enter 5-10 years of bear market. How can Indian investors participate? Maneesh Dangi explains

“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 in dollars are low. That is the point I have argued many times. Maybe after the US recession, we will enter a setup where INR assets, both bonds, credit as well as equities would actually look better than dollar assets. ”

India , Kozhikode , Kerala , Maneesh-dangi , Indian-school-of-business , Macro-mosaic-investing-research , Offering-college , Macro-mosaic-investing , Leadership-excellence , Product-officer , Might-also-like , Us-recession

Stock Market: Maneesh Dangi gives 3 reasons why despite pre-Santa Rally, banking heavyweights are underperforming

“So as far as elections are concerned, markets are beginning to recognize that it is not a done deal. There is some probability of a negative surprise because if the current government in the current form does not continue, it is going to take a substantial amount of zing off markets in almost 15-20% of valuation correction. It would not happen on a single day though.”

Lucknow , Uttar-pradesh , India , Maneesh-dangi , Unilever , Indian-school-of-business , India-inc , Infosys , Offering-college , Macro-mosaic-investing , Leadership-excellence , Marketing-officer

Fed rate: 2008 financial crisis may not be reprised in US or India but play out in some other countries: Maneesh Dangi

“India's overall leverage is very low and has sort of stagnated over a decade. I would not be surprised if we do not make any major macro mistakes as a country. I would not be surprised if leverage goes up quite sharply from here or next 10 to 15 years time.”

Kozhikode , Kerala , India , China , Maneesh-dangi , Indian-school-of-business , Offering-college , Macro-mosaic-investing , Leadership-excellence , Product-officer , Might-also-like , Fed-rate

Emerging markets facing alarming times, US recession may bring relief: Maneesh Dangi

Dangi anticipates an income slowdown in the Indian economy due to high interest rates, and surging crude prices, which will impact the consumption capacity of the retail household.

China , India , Maneesh-dangi , Macro-mosaic-investing , Treasury-bond , Us-recession , S-10-year-treasury-yield , S-mortgage-rates , Ndian-emerging-markets , Sian-market , S-dollar

Maneesh Dangi: We are nearing an end of the rate hike game: Maneesh Dangi

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 good time we have had over the last few months, six-eight months.

France , Lucknow , Uttar-pradesh , India , Germany , China , Delhi , Maneesh-dangi , Jp-morgan , Indian-school-of-business , Offering-college , Macro-mosaic

earning: Decent chance of earnings downgrade, nominal growth unlikely to be more than 10% in next 2 years: Maneesh Dangi

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 to zero, but then does not mean that the cycle will not turn and these rates are high enough for us as speculators to dial and actually hope for good 2%-2.5% rally from here.

Lucknow , Uttar-pradesh , India , Maneesh-dangi , Indian-school-of-business , Offering-college , Macro-mosaic , Leadership-excellence , Marketing-officer , Earning , Macro-mosaic-investing , Us-dollar