JPMorgan's Lafargue Says U.S. Equities 'Place to Be'

The video discusses the current state of the US market, highlighting its strong positioning compared to global markets due to factors like technology sector performance and tax cuts. It explores the divergence between US and global markets, emphasizing the potential for the US market to continue outperforming. The focus is on the technology sector, particularly software and internet companies, as key areas for growth. The discussion also touches on the cyclical nature of semiconductors and the shift towards software and internet investments.

What are the reasons mentioned for the potential outperformance of the tech sector?

Which areas within the tech sector are currently considered to have the best potential for growth?