Alibaba, Tencent Favored, Munro Partners' Griffin Says

The video discusses the performance of Fang stocks, highlighting Amazon and Apple's positive results, while Facebook faced significant challenges. It explores the ongoing rotation from growth to value stocks, driven by trade tensions and valuation effects. The tech sector is undergoing changes, with some companies moving to the communication services sector. Investment opportunities in Asia, particularly in consumer luxury goods and Internet platforms, are also examined.

What does the speaker suggest about the rotation from growth to value stocks?

What does the speaker imply about the future of technology earnings growth?

What is the speaker's view on the tech sector's valuation changes?