Why there is more to US tech than Twitter

While its successful stock market debut stole the headlines and confirmed its position as the darling of the US tech sector, there is more to tech than Twitter.

But despite its solid growth prospects, the sector is trading at an unjustified discount to the broader market. Indeed many investors are still cautious of investing in high-profile social media brands following the Facebook float last year, but we believe the US technology sector more broadly is an attractive proposition. The sector offers an appealing balance between risk and reward. Earnings growth for the sector will outpace the market over the next few years, based on secular growth drivers, including cloud computing and e-commerce, exposure to faster growing emerging markets and pe...