John Rogers, one of the most successful asset managers, an African American, suggests being a little bit contrarian, being a kind of a fish out of water in order to win. /FT, 5 April 2021/
Indeed, we all need a really rich environment to learn how to think independently and to believe in rigorous inquiry and debate.
It is especially true of the new investors of our emerging economies in Central Europe where the present crisis offers a once-in-a-lifetime business opportunity for all contrarians. New start-ups, fast growing SMEs, internet-based new services, new technologies, even newly listed SE companies deserve our time and money.
To be a contrarian or not to be at all, this is the question.
Governor Matolcsy, MNB, the Central Bank of Hungary
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