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Why Tech Stocks Can Still Rally Higher, According to Market Experts


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Market experts say growth stocks, including Big Tech, have further to run.
Big tech has been cheapened by a rotation into economically geared value stocks.
Company fundamentals are going to be even more important, rather than sector gains.
Money managers, including BlackRock, the world s biggest asset manager, remain bullish on Big Tech and other growth stocks even as the vaccine rollout herald a rotation into more economically linked stocks.
Value stocks have witnessed a substantial recovery as investors poured into cheaper companies in the financial, energy, and retail sectors that had been hard hit by the pandemic, hoping to capture exposure to the so-called reopening trade. The MSCI World Value Index, a basket of these stocks from around the global market, has gained 23.14% in the last six months, outperforming its growth peer by almost 10 percentage points. ....

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