In a Bloomberg interview, Rajiv Jain shared his upbeat perspective on the technology sector, especially semiconductors, and emphasized the significance of robust earnings. He remains bullish on India’s infrastructure growth and Brazil’s market potential, downplaying the short-term effects of election risks. Jain noted a cyclical trend in emerging markets where policy changes are closely tied to market performance and cautioned about the dichotomy within China’s market, where state-owned enterprises contrast with a tech-heavy index.