Ok, talk of a bubble in Tech. We talking of an Oz bubble or in other indices? I am sitting on the fence on this one. Not convinced there is a bubble yet as a variety of established tech stocks are not in bubble territory but also for some, such as the 'I' group, fundamentals to SP don't seem to be aligned IMO. That said, I acknowledge the potential blue sky for these stocks but starting to seem stretched unless some seriously positive data comes through.
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