Value Sector
topic on 1 show · 1 statements across 1 episodes
1 statements about Value Sector, every show
Papic: Painful rotation from big tech to value will happen
“I think there is a rotation that would have to happen and it could be quite painful. So rotation out of the big tech sector that's obviously benefited from low rate environment for a very long time into more value sector. That, that rotation is unlikely to be …”