top-down

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Jun 8, 2026 by Rajiv Jain · across every show →

Everything said about top-down, oldest first

Jun 8, 2026
Insight
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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