It is a fickle world we inhabit. At the back end of Q1, the death-knell seemed to be ringing for the tech sector, with behemoths like Google, Apple and Facebook pummelled by the markets. Fast forward to today and the sector is flying high again. What is going on?
The market's apparent fickleness is due to questions over how much further tech stocks can rally, and to what extent each company's valuation reflects its true potential for growth and earnings. We believe...
Working in London and Geneva
Staunch value investor
Effective 24 September
Latest edition of the print magazine online
Four-part Big Question special