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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. ....

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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. ....

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Asset Allocation: What should be a good asset allocation, short, medium and long term? Maneesh Dangi answers

Get into more diversified assets; equities are too expensive, says Maneesh Dangi. “Within India versus US, you would look at India more favourably versus US right now. But again, in absolute terms you will have to be underweight equity, because equities both in India and US actually are pretty expensive.” ....

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