Boom cycle probably over; start raising more cash: Maneesh Dangi
“Today’s markets rally and the ferocious rally that we have had in the last two, three days would still happen in a bad environment because it is about positioning. But I would still bet that this boom cycle in the economy and stock markets perhaps have already ended and we are staring at sharply slower growth not just in the US and world but also in India over the next six to 12 months, with the risk of double dip and a significant risk that asset markets continue to underperform for the next six to 12 months. Читать дальше...