Crisis creates opportunities; bought into ITC during a tax crisis, Infosys after whistleblower allegations: Rajiv Jain, Chairman, GQG Partners
"I think I've heard that story on Reliance for about 25 years, about the political affiliation and so on and so forth. These come and go, but we can't run the portfolio based on (what) the politics is. The problem, the markets, at the end of the day, is about dollars and cents. Money talks — it's hard to take a five, 10-year view on what might happen in future," said Rajiv Jain, Chairman, GQG Partners.
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