EMQQ EMQQ The Emerging Markets Internet & Ecommerce ETF Loading... : Investor Sentiment and Bull/Bear Views

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22:21
Jan 23
Tim Hayes Chief Global Investment Strategist at Ned Davis Research CNBC
Rotate to EM tech from US tech.
He sees a rotation within tech away from US big-cap tech into better-value emerging-market tech. After a major big-tech earnings report, big tech became a problem, and the US tech sector has been the weakest in the US, while EM tech has been making new highs and is up 20% in 21 days. Investors are not necessarily leaving tech but transitioning to cheaper tech outside the US, with the median P/E of top EM stocks well below US tech peers.
EMQQ 1ST
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About EMQQ Investor Commentary

Across the available history and selected sources, Buzzberg tracks EMQQ (EMQQ The Emerging Markets Internet & Ecommerce ETF) across 1 sources: 1 bullish vs 0 bearish calls from 1 authors. Historical directional balance: 100% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 1 total trade idea tracked. Latest voices: Tim Hayes.