“I think with trade concerns starting to abate and we're starting to see some good [news] coming out of the US.
I think that the US is still the place to look and I think some of these big tech and IT companies have sold off quite a lot, so the Amazons and Apples are looking quite favourable at this stage. Steering clear of the unicorn, so you want big cash producing assets like Amazon and like a Google.”
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