How long will be this rotation to tech ?
I fear that it will be shorter and much more selective than the previous rotation to materials/energy.
Probably be a function of stock market decrease, long term rates and earnings.
I do not expect all the tech sector to continue to do well.
Next reporting season will probably show which segments have been resisting quite well.
Apart from SAAS, I expect more bad news than good news.
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How long will be this rotation to tech ?I fear that it will be...
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