JPMorgan Asset Management's Ebrahim Sees Stretched Valuations

The video discusses recent market dynamics, focusing on the tech sector's performance and challenges. It highlights the impact of Apple's supply chain and new product launches on the market. The discussion also covers market reactions to earnings, particularly in Hong Kong, and the resulting corrections. The video concludes with insights into potential investment opportunities amid these market changes.

How did the Apple supply chain perform in 2016 and 2017, and what was it linked to?

What factors contributed to the sell-off in the tech market according to the text?

What is mentioned about the earnings upgrade cycle in relation to market optimism?

What does the speaker imply about the current state of the market and potential buying opportunities?

What opportunities are suggested for investors in the tech market moving forward?