China, US, elections – what could be the biggest moving parts of 2024: S Naren

S Naren says: “We love a company where there is a profitable business along with that there is an unprofitable EV business and that unprofitable EV business is also given price to earnings on the loss so that at some point of time, when that EV business turns around, you get a big kicker and that is the framework which we enjoy.”

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