India’s 2047 vs China 2022 & Managing Multi-Billion Dollars AUM| Maneesh Dangi on The India Opportunity Show ft Shrishti Sahu
Understanding Booms, Busts & Market Cycles
Hello everyone, welcome to The India Opportunity Show where you get a front-row seat to people building India’s future. We talk about unlocking the potential of the country with founders, investors, creators, and successful leaders from different fields to bring you real-life stories and behind-the-scenes of what it takes to be at the forefront of building the India Story.
Episode 13, Season 3 of The India Opportunity Show is out now! You can watch it on YouTube or listen on Spotify or Apple Podcasts.
If you’ve spent any time following Indian markets over the last two decades, you’ve probably heard of Maneesh Dangi, one of the country’s most thoughtful macro investors and fixed-income minds.
He’s spent more than 20 years decoding the intersection of policy, psychology, and markets, first as Co-Chief Investment Officer at Aditya Birla Sun Life AMC, where he managed billions across debt and hybrid strategies, and now as a prolific author, teacher, and thinker reshaping how India understands investing itself.
What sets Maneesh apart is that he doesn’t just talk about returns — he talks about resilience. His recent book Booms, Busts & Market Cycles blends market wisdom with storytelling from the characters of Vikram and Betal to the everyman investor Bholu to explore how our own emotions, greed, and fear drive market behavior.
He’s known for his top-down framework reading global macro cycles before picking sectors and for his clear-eyed takes on inflation, rates, and valuation bubbles. But what makes this conversation truly special is that Maneesh doesn’t just predict markets he teaches you how to think like an investor.
Today, we’ll decode with him:
How to survive bad years without losing your head (or your wallet),
What separates a “saver” from an “investor,”
Why adaptability beats optimization, and
How India’s financial story might unfold over the next two decades.
Chapters:
00:00 AI Boom Impact
00:14 India Growth Challenges
00:42 Monica AI Agent
00:50 IPO Investment Debate
01:17 Guest Introduction
02:03 Market Cycles Expertise
02:52 Grow App Sponsorship
03:50 Macro Economic Picture
07:15 US-China Trade Wars
11:42 India’s Global Position
18:26 Investment Framework Explained
24:33 Nifty Index Problems
31:47 AI Revolution Impact
38:55 IT Valuations Crash
45:12 New Age IPOs
52:30 Identifying Market Winners
58:47 Portfolio Construction Strategy
01:05:23 Small Cap Analysis
01:12:38 Market Timing Strategy
01:19:45 Risk Management Tactics
01:26:52 India 2047 Vision
01:33:18 Financial Story Predictions
01:40:22 Entrepreneurship Lessons
01:44:04 Final Insights
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Disclaimer: The content presented in this podcast is for informational purposes only and should not be considered financial advice. Viewers are encouraged to conduct their own research and consult with a qualified financial advisor before making any investment decisions.
Really insightful conversation on macro cycles and India's positioning. Dangi's framework connecting policy, psychology, and markets through the Vikram-Betal storytelling lens makes complex economic dynamics accessible, and his point about adaptability beating optimization resonates deeply in volatile markets. What's particularly nuanced is how he frames the distinction between savers and investors not just as risk tolerance but as fundamentally diferent mental models for navigating uncertainty. The comparison between India 2047 and China 2022 raises fascinating questions about whether India can avoid the debt-fueled growth traps while maintaining momentum, especially given our demographic dividend window is narrowing faster than most realise.