Archive - Maneesh Dangi' Newsletter

Change in Asset Allocation (Nov24)

Review of Asset Allocation

Nov 21, 2024 •

April 2023

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).

Apr 2, 2023 •

January 2023

Asset Allocation Strategy for 2023

Risks and Opportunities in 2023. Rebalancing portfolios.

Jan 3, 2023 •

July 2022

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.

Jul 21, 2022 •

May 2022

An Essay on nearly everything of India and its Stocks & Bond Markets

..... the story of India and its markets, its history and performance. Not everything but some of the most important things.

May 21, 2022 •

The narrow lane..

One Bug in financial markets is that they offer liquidity only to the need of a random investors, driven them their idiosyncratic drives but never to…

May 11, 2022 •

August 2021

The Profit Equation of a Macro Investor

An alternate way to project profits of firms

Aug 13, 2021 •

July 2021

Time to go underweight Indian Equities

Over the past one year, the up-way trajectory of the market has made equity investors richer significantly.

Jul 22, 2021 •

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