Positioning among equity investors in tech stocks is consistent with much slower earnings growth than the sector is achieving. Deutsche Bank thinks it’s time to go overweight once again as the risk-reward profile favors a sector that is suddenly out of fashion.
Tech stocks have made big V-shaped rebounds five times in 30 months — and now Deutsche Bank forecasts another bounce
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MarketWatch Top StoriesBy Jules Rimmer
EXECUTIVE SUMMARY
Positioning among equity investors in tech stocks is consistent with much slower earnings growth than the sector is achieving. Deutsche Bank thinks it’s time to go overweight once again as the risk-reward profile favors a sector that is suddenly out of fashion.
Key Takeaways
- Tech stocks have made big V-shaped rebounds five times in 30 months — and now Deutsche Bank forecasts another bounce.
- Positioning among equity investors in tech stocks is consistent with much slower earnings growth than the sector is achieving.
- Deutsche Bank thinks it’s time to go overweight once again as the risk-reward profile favors a sector that is suddenly out of fashion.
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Published originally on MarketWatch Top Stories
