Pimco's Browne: 'Pockets of Growth' in Stocks This Year

The video discusses the potential growth in the Chinese equity market, highlighting sectors that may outperform due to the China reopening story. It also covers the US market, focusing on luxury and tech sectors with international exposure. The impact of macroeconomic slowdowns on companies like Microsoft is analyzed, along with the tech sector's challenges. The discussion concludes with insights into how the tech sector is pricing in a recession and the effects of changing interest rates.

What is the significance of international exposure for companies in the current economic climate?

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In what ways does the speaker believe the tech sector is pricing in a recession?

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