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GQG Partners

AI short positioning & India emerging market opportunties

Contrarian India Bet vs. AI Skepticism : GQG Partners manages $166 billion in assets but has made a controversial strategic wager—maintaining over $24 billion in Indian investments (14% of AUM) while deliberately avoiding AI stocks.Read more

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AU$1.2
19.2% overvalued intrinsic discount
Fair Value
Revenue
-1.79% p.a.
Profit Margin
56.54%
Future PE
8.78x
Price in 2031
AU$1.75