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Kandungan disediakan oleh AllianzGI Investment Trusts. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh AllianzGI Investment Trusts atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
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Winners and losers

25:36
 
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Manage episode 337437583 series 3075916
Kandungan disediakan oleh AllianzGI Investment Trusts. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh AllianzGI Investment Trusts atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

Against the force of rising inflation and interest rates, there has been indiscriminate pressure on tech stock valuations. Those valuations now look much more reasonable, and all eyes are on corporate earnings with a dispersion of results emerging. As economic growth continues to slow and central banks flex more muscle, investors in the technology sector need to be more discerning around which areas might struggle, and which could benefit.
Produced remotely by the Lansons Content Studio

  continue reading

27 episod

Artwork
iconKongsi
 
Manage episode 337437583 series 3075916
Kandungan disediakan oleh AllianzGI Investment Trusts. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh AllianzGI Investment Trusts atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

Against the force of rising inflation and interest rates, there has been indiscriminate pressure on tech stock valuations. Those valuations now look much more reasonable, and all eyes are on corporate earnings with a dispersion of results emerging. As economic growth continues to slow and central banks flex more muscle, investors in the technology sector need to be more discerning around which areas might struggle, and which could benefit.
Produced remotely by the Lansons Content Studio

  continue reading

27 episod

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