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Polar Capital believes the sector is far from being a bubble
Max Kin
“In the absence of tech-related spending, the US would be close to, or in, recession this year,” says George Saravelos of Deutsche Bank. Growth in the world’s largest economy is proving resilient desp
AI, CHIPS AND INTELLIGENT INFRASTRUCTURE
Companies in the news and how they were assessed
BUSINESS. DISTILLED.
China’s stockmarket is booming, but renewed animal spirits are not yet helping the wider economy, says Lee Ying Shan for CNBC. More than $3trn in market capitalisation has been added across mainland a