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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.

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

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

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

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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. ”

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