It is often the case that when a view becomes a virtually universal consensus it soon proves to be w...
It is often the case that when a view becomes a virtually universal consensus it soon proves to be wrong. So it seems to be proving with technology hardware stocks in Asia. Within the last four months the market has turned from overwhelming bullishness to being very nervous about the sector. With technology stocks being a significant sector in the region and with electronics a very significant component in the growth of exports across the region what happens to the electronics cycle is an important issue. In the weeks following the sharp Nasdaq correction in March and April of this yea...
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