GQG’s Rajiv Jain on bold moves, growth of capital and global markets
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The Opportunities and Risks in the US in 2023
We started the year with massive underweight in tech. Now we are a meaningful over-weight in tech, particularly because of what's happening in the AI side. We still also like some of the pharma name because I think there's the innovation in the pipeline is actually quite meaningful. The third big area would still be energy and basic materials. So we are quite bullish on these few areas on a go forward basis.
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