Rajiv Jain, who once called AI a 'dot-com bubble on steroids,' has reversed course and is investing heavily in technology stocks. GQG's tech allocation tripled in emerging markets to 35%, and its international fund's tech weight rose from 5.4% to 28%. The pivot follows $36 billion in outflows and record-low share prices.
GQG's Rajiv Jain reverses AI bearish stance, boosts tech bets
Source: Moneycontrol