Why the time might be right to get back into global tech stocks

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Opinion | Why the time might be right to get back into global tech stocks, by AnchorCapitalZA's James Bennett

in technology shares in recent months, investors are debating whether the sector is investable. It would be a mistake to avoid tech as a whole. These types of selloffs typically create excellent buying opportunities in individual stocks, and the current pullback is unlikely to be any different.

Sometimes, what we classify as a tech company is a traditional business that is using modern technology to enhance the way it serves its customers.

The increasingly wide definition of what constitutes a tech company is likely contributing to the steady rise of tech as a percentage of the overall market. Many businesses that are now classified as tech companies would have been classified as something else in a bygone era. It is worth noting that some of the companies that are commonly referred to as Big Tech are not actually included in the S&P 500 Information Technology Index.

 

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