value sector
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Oct 26, 2020 by Marko Papic · across every show →
Everything said about value sector, oldest first
Oct 26, 2020 bearish
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 …”