CNBC Pro

Fund manager likes a NYSE-listed Asia tech stock that's 60% off highs — and not based in China

VIDEO1:5501:55
Fund manager holding Sea shares is not bothered by the recent big slump in stock

The global sell-off has knocked tech shares for a good enough reason — inflation fears and higher rates raise operating costs and leave technology companies with high valuations especially vulnerable. But it hurt the strongest tech shares along with the weaker ones.

More In Street Calls

CNBC ProHere are Friday's biggest analyst calls of the day: Apple, FedEx, Coinbase, Honeywell, Micron & more
CNBC ProEnergy stocks are the best bet in the market right now, says JPMorgan
CNBC ProBank of America downgrades Micron, says recovery is 'unlikely' this year