Why we still like Asian tech stocks City Talk Asian semiconductor and IT stocks have had a difficult few months, but we see the sector as a long-term winner. Market trends in Asia this year have tended to see consumer, internet, semiconductor and technology stocks come under pressure. Internet stocks face ongoing regulatory uncertainties, while consumer companies face a profit margin squeeze amid cost [...]
A new economic era beckons after this crisis City Talk Current events likely mark a turning point in economic policy and the end of a 40-year spell of free market capitalism. Nobody can know how long the Covid-19 crisis will last, but I think that regardless of this it will mark a profound long-term change in economic policy. It is likely a turning point in [...]
