184 days ago • Posted by Charles-Henry Monchau

Time to chase the countries with low exposure to Tech?

Tech heavy markets such as the US, South Korea and Taiwan have been massively outperforming since the start of the year. With the current rotation taking place (sell tech / buy the rest), should investors start chasing massive underperformance dogs with no tech such as Brazil, Turkey etc? Source: Barclays, MSCI, Datastream  

Year-to-date performance of selected countries vs. their TMT (Telecoms Media Technology) weight in the index