Sectornomics: Technology

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Global stocks were hit hard in 2022. Alphinity Portfolio Manager Trent Masters shared how investors can get back into the market — and his top stock picks.

After a tough year for tech, the sector’s stocks are “down, but by no means out,” according to CNBC Pro Talks' latest guest, Jeremy Gleeson of AXA Investment Managers.

Tay Choon Chong, Managing Partner of Vertex Ventures, explains why he is optimistic on China's tech sector despite U.S.-China competition in the semiconductor industry.

Sam Le Cornu of Stonehorn Global Partners believes Alibaba will benefit from China's common prosperity ambitions over the long term.

Joseph Galli of Techtronic Industries says the power tools company's focus is on sustainability, as the company has "weaponized" inventory levels to mitigate any supply chain issues.

Garth Bregman of BNP Paribas says the U.S. stock market remains tech heavy and lacks exposure to cyclicals which he expects to perform well in 2021.

Despite concerns about tech's rapid ascent, Daniel Gerard of State Street Global Markets believes the sector is still a "growth" rather than a "value" area, and it still has a long way to run.

Gerard Williams III, CEO of chip start-up Nuvia talks to Asia Squawk Box about the company's Series B funding. The former senior director and chief CPU architect at Apple explains how Nuvia's new chip will be a game-changer for the industry.

Quincy Krosby, Chief Market Strategist from Prudential Financial, says that if the U.S. sees consumer spending pulling back, the markets will weaken. She also says that tech stocks will continue to climb higher, increasing the discord between technology and other sectors.

The Consumer Discretionary and Tech sectors have performed well so far this year. Using history as a guide, this is what that means for the rest of 2018.

Larry McDonald of The Bear Traps Report discusses whether the yield curve is an economic warning sign and if the oil sector is a better investment opportunity than tech.

Jim Mellon of the Burnbrae Group says US equities are close to a top, there are ominous signs for the bond market, and FANG stocks face more regulation.

Dan Ives of GBH Insights says for the next 6-9 months, the iPhone X will be the main driver of growth for Apple.