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08 March 2021
5 min read

Dumping Tech - Rotating Into Value - This Time IS Different...

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That old chestnut...

No love for tech so far today and China stocks are getting pulverised...

Chinext down over 4%, Shenzen Component down 3%, Hang Seng Tech Index UGLY, now down 6%...

NQ down just over 1.4%..

Oil got a boost after Houthi rebels attacked a Saudi oil port, although no casualties or damage were reported.

U.S 10Y at 1.59%...


Bringing this back...

Why Is The FTSE A Bad Index?
One of the great disappointments that I face when I look at global indices liesclose to home. Let’s face it... The FTSE is boring. It’s

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