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16 Jan 2024

Global Big Tech – Quality GARP

A 5 minute read

 

We believe Big Tech will continue to be a bright spot within the Equity space, buoyed by multiple catalysts listed below:

 

1. Semiconductor recovery in sight

2. Resilient global IT spending uptrend

3. Strong revenue and earnings backdrop

4. Solid balance sheet and shareholder returns

5. Growth-adjusted valuation has room for expansion

6. Growing opportunities across a myriad of vertical

 

Click to Read More



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