Justin Oliver, investment director at Canaccord Genuity Wealth Management, shares his thoughts on how to play the much-talked-about technology theme.
The technology sector has been front and centre of the investment landscape so far this year. Whether it be Facebook’s $18bn acquisition of WhatsApp, the forthcoming stock market debut of Alibaba – China’s largest e-commerce company – or the media frenzy which has surrounded the plunge in certain social media stocks, there has undoubtedly been no shortage of commentary and analysis. Regarding the recent ‘collapse’ in the technology sector, however, it is important to recognise that some areas within technology have performed well. While some of the previous high-flying social media stock...
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