investment strategy: Rising dollar strength and tight financial conditions to impact emerging markets in 2025: Maneesh Dangi
“I guess 2025 will perhaps not see acceleration in growth slowdown, but more of the same of 2024 would likely continue, that is how I kind of think of how macro would evolve,” says Maneesh Dangi, Macro Mosaic Investing.
So, tell me, is it going to be as happy in the year ahead or not because the macros definitely have gotten wobbly, some of it is already in the price in the year gone by, but what is lined up ahead?
Maneesh Dangi: I guess in 2024, the macro sort of evolved, surprisingly that US continued to stay strong, but India certainly weakened a lot more than what most of us anticipated. And I guess since these growth trends to last for longer than six-eight months, it is more likely than not that India would continue to stay in a…
So, tell me, is it going to be as happy in the year ahead or not because the macros definitely have gotten wobbly, some of it is already in the price in the year gone by, but what is lined up ahead?
Maneesh Dangi: I guess in 2024, the macro sort of evolved, surprisingly that US continued to stay strong, but India certainly weakened a lot more than what most of us anticipated. And I guess since these growth trends to last for longer than six-eight months, it is more likely than not that India would continue to stay in a…
