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Maneesh Dangi, Founder of Macro Mosaic, discusses different investment strategies and the market outlook. He emphasizes caution in equities, bullishness on bonds, and neutrality on gold. Dangi highlights the importance of balance sheets for bond investors and predicts potential rate cuts in India and the US due to economic slowdowns.
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News and Media
Deven Choksey, MD of DRChoksey FinServ Pvt. Ltd, remains optimistic about two-wheelers and commercial vehicles. He believes passenger vehicle demand will recover post-challenges. On Paytm, he advises caution until profitability is shown. He sees potential in the energy transition sector, particularly green hydrogen, with significant growth expected over the next 5-10 years.
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News and Media
If one looks at the undervalued pockets, at least the sectors which are fundamentally good over the long term, but have underperformed in the near term, the private sector banks would come into mind, even though earnings growth is likely to slow down, I think the underperformance has possibly been a bit overdone there.
Category:
News and Media
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