'Been More Cautious' on China Technology Companies, Janus Henderson Says

The video discusses a cautious approach to technology investments due to valuation concerns and market sentiment. It highlights the impact of treasury yields on market dynamics and the potential rotation towards Asian and emerging markets. The discussion also covers the implications of trade tariffs and economic pressures on global markets, emphasizing the challenges faced by Asian economies and the attractiveness of long-term valuations.

What factors have led to a cautious approach towards technology investments this year?

How have regulatory pressures affected companies like Tencent?

What is the potential impact of increasing US interest rates on the stock market?

In what ways might tariffs affect companies and their supply chains?

What are the long-term implications of high oil prices on Asian economies?