"Not sure I see tech trend diminishing - as much as resources sector recovering.
Aussies are seemingly more into resources - so if they pick up money flies back into them."
Ive been thinking about this
but with Nasdaq making all time highs taking out dot com era levels and the 5 largest US stocks being Tech
and the crowded trade being long resources short tech in Aust wouldn't be surprised to see a huge resurgence in Tech stocks here catching the herd off guard
(20min delay)