Hi Lost/Iceland It looks like Rajiv has also moved back into US...

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    Hi Lost/Iceland

    It looks like Rajiv has also moved back into US tech stocks according to yesterday/today's AFR story on his comments at Tuesday's Morningstar Investment Conference. I am not sure if he started before release of Chat GPT which has driven renewed interest in big tech. Hope so.

    https://www.copyright link/markets/...-is-very-bullish-on-us-stocks-20230523-p5dah9

    If this does not open, try Googling

    GQG into US tech stocks

    (not holding GQG directly but indirectly through PAC)

    Cheers Westwind
 
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