Should Investors Avoid Technology Stocks?

The video discusses the current state of Asian markets, focusing on valuations and the impact of trade tensions, particularly between the US and China. It highlights the technology sector's vulnerability and potential investment opportunities. The video also examines US bonds as a safe haven amid market uncertainties and explores China's role in the US Treasury market, emphasizing its strategy to defend the yuan.

What impact have the recent sell-offs had on valuations in Asian markets, particularly in China?

How do trade tensions between the US and China affect technology stocks in Asia?

What are the potential consequences if Chinese authorities impose restrictive measures on US goods?

What factors contribute to the perception of US Treasuries as a safe haven asset?

In what ways could the US Treasury yields be influenced by China's actions regarding US Treasuries?