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Margin Call
6 mins to read

US Equities – simply momentum or something more fundamental?

ANALYSIS: It seems that even mega-cap tech growth stocks have a habit of changing their (valuation) spots over time.

Christine Smith-Han Tue, 14 May 2024

The momentum run in the United States market continues to be very strong. It resembles in many ways the peak rally in 1999 to early 2000, just before the ‘dotcom’ crash. Like that historic era, earnings growth in the tech sector today is outpacing the growth of the rest of the US economy. As I

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Christine Smith-Han Tue, 14 May 2024
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US Equities – simply momentum or something more fundamental?
Margin Call,
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