Rajiv Jain’s Adani Adventures
The Morning Brief
00:00
Is Gautamadani a Proxy to Prime Minister Modi's Economic Vision?
Danny Cevallos: I've never personally met Gautamadani or his brother Vinodadani from before before the street. So we tend to be much more numbers oriented, and then we build the qualitative picture around it. We were very bullish on Russia and we turned out to be dead wrong because of an event. China, the geopolitical risk has gone up quite significantly. He says he still believes people are under appreciating what's happening in India.
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