Hardware Companies to Be Avoided, Software Preferred, Credit Suisse Says

The video discusses the tech sector's challenges, focusing on hardware issues and the impact of Chinese competition on Samsung. It highlights investment strategies, favoring software over hardware, and examines the growth potential in emerging markets. The discussion also covers the shift in capital flows from developed to emerging markets, with a positive outlook on tech sector recovery and growth differentials favoring emerging markets.

What are the expectations for the tech sector in China according to the text?

What is the significance of the growth differential story mentioned in the text?