Market Crash Coming? Here’s What to Do in 2026 (Equity vs Bonds vs Gold) | Kushal Lodha #290

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In this episode of Konversation with Kushal, host Kushal Lodha sits down with Maneesh Dangi, Ex Co-CIO of Aditya Birla Sun Life Mutual Fund, for a deep, experience driven conversation on markets, cycles, and long term investing. Drawing from decades of institutional investing, Maneesh Dangi shares how professional fund managers think about risk, valuation, portfolio construction, and navigating uncertainty across market phases.

From equity market outlooks and sectoral opportunities to asset allocation, investor behaviour, and mistakes retail investors often make, this episode focuses on building the right mental frameworks rather than chasing short term returns. This is not a tips and targets discussion. It is a masterclass in disciplined investing, patience, and decision making from someone who has managed money at scale through multiple market cycles.

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Timestamp:

00:00 Trailer & Introduction
02:03 Are Equity Markets Overvalued ?
06:20 When To Go All IN
13:57 Ideal Asset Allocation for Retail Investors
18:28 Mr. Maneesh's Asset Allocation
21:32 Previously Managed AUM
25:19 Investing Framework
44:35 Companies To Be Bullish On
01:01:53 Household Debt Crisis
01:05:22 Boldest Prediction for 2026
01:09:47 What would Mr. Maneesh Dangi ask himself ?
01:11:21 Conclusion
01:11:58 Outro

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Видео Market Crash Coming? Here’s What to Do in 2026 (Equity vs Bonds vs Gold) | Kushal Lodha #290 канала Kushal Lodha