North Asia tech equities Loading... : Investor Sentiment and Bull/Bear Views

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23:37
Feb 06
Sanjay Mookim Head of India Equity Research, JPMorgan Bloomberg Markets
North Asia tech offers better dollar returns.
The global tech cycle is robust and the memory cycle is on an upswing, and North Asian markets are trading higher than India. This means global fund managers can find better dollar returns in North Asia tech/memory, drawing flows away from India.
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About North Asia tech equities Investor Commentary

Across the available history and selected sources, Buzzberg tracks North Asia tech equities 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: Sanjay Mookim.