From Morningstar: 2024-09-13 06:34:00

In a recent interview, Michael Field discusses the tech sector in Europe, highlighting concerns over recent selloffs but emphasizing that valuations remain strong. Companies like ASML, SAP, and ARM are seen as bellwethers, with varying levels of growth and valuation. While risks exist in overvalued stocks, potential for growth and market recovery also exists. Additionally, the impact of AI and macroeconomic factors on European tech companies are key considerations for investors moving forward.



Read more at Morningstar: Tech Stocks Wobble: The Reality Check Europe Needed?