Featuring Alex Zukin, RBC Capital Markets’ Software Equity Analyst

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To many observers, last week’s dramatic sell-off of tech stocks was inevitable, especially given how fast they climbed since the March low. But the appeal of tech won’t fade anytime soon. The pandemic fundamentally altered behaviour (did anyone say work from home?) and set into motion a rethink of how companies will operate in a digital-first world – and what technologies they’ll need to succeed. So what does the performance of tech stocks actually reveal about investor sentiment? And how will tech-heavy markets fare with the uncertainty of future government stimulus? Alex Zukin, RBC Capital Markets’ Software Equity Analyst, shares why there are still tailwinds ahead for tech.

 


The 10-Minute Take podcast provides insights from RBC economists and market experts on events unfolding around the globe.

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