Citi's Bailin Sees Market Rotation Into Cyclicals

The video discusses the recent performance of the NASDAQ, highlighting a minor correction and the focus on future economic rotation. It emphasizes the shift towards cyclical stocks and emerging markets as treatments for the virus become more imminent. The tech sector, having performed well, faces valuation concerns. The video advises capping tech investments and rotating into undervalued sectors for better portfolio management.

How does the speaker view the future of the equity market in relation to treatments for the virus?

What advice is given to clients regarding technology investments?