A veteran portfolio manager and senior leader at Capital Group discusses why investors should keep the faith in non-U.S. names and where she’s finding attractive opportunities today.
Rahul Jain of Dolat Capital believes that Paytm is fairly priced now from an event risk perspective. Despite the new RBI guidelines impacting their money-making business of loan aggregation, Paytm s losses are coming down and they are on course to become profitable soon. The company s focus on cost reduction, including employee expenses, is a sign of their commitment to achieving profitability.