RBC research - The Future of Emerging markets. Is there a technology bubble?
The Global Emerging markets team has just released a reseach piece on a possible technology bubble for the asset class;
“The piece focuses on the growth of the technology sector and addresses weather we are on the verge of another asset bubble. While the strong performance and valuations of the industry have continued despite the pandemic, the team believes there are important structural tailwinds which they expect to continue.
These tail winds are; Localized IT infrastructure, More processing power needed, and Technology has become less cyclical. “ Click here to access the research