Why it's too early to buy the dip in big tech - The Australian Financial Review

Lazard’s Warryn Robertson on why there’s more pain to come for growth stocks and why his fund doesn’t invest in Chinese shares.

In many cases, the performance of the underlying businesses remain very sound, it was just the market bid these stocks up to a stratospheric level and the multiples had to come down eventually. Of t… [+4355 chars]

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