Is It Time To Buy Tech?
Macroeconomic and business conditions are gradually becoming more favorable for Tech as the bottoming of demand is in sight. Yet, we don’t believe that now is an attractive entry point - the good news is fully priced in, and technicals signal a pullback. However, the sector is worth monitoring as we are getting closer to a sustainable rebound. Our positioning remains unchanged.
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BCA Research | US Equity Strategy
Offers a unique sector and style allocation framework that blends macroeconomic, fundamental, and technical analysis to provide clients with actionable investment recommendations.
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