Scharf Investments

Eric Lynch on CNBC Asia "Street Signs"—Scharf

May 8, 2023 in IMGP Partner

Please see below as Eric shares his views on the current market environment and how mega-cap tech names are fueling YTD performance. He notes that this seems to be how the market moved prior to the tech bubble bursting in 2000 and that history has a way of rhyming. Eric also shares his thoughts on compelling Asian investment opportunities in Baidu and Sony.

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