Top Down

topic on 1 show · 1 statements across 1 episodes

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1 statements about Top Down, every show

Jain: Top-down macro should only reduce risk, never justify adding it
“One crisis after the other, as I've evolved over the years, it's become where top-down is a risk management tool, and we use it heavily. It's a switch off, not switch on. It should help you reduce risk, but not add risk. In other words, if Chinese growth is go…”
Rajiv Jain Jun 8, 2026 ▶ 12:39 Contrarian Quality at GQG Partners – Rajiv Jain (EP.505)

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