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UBS On-Air: Paul Donovan Daily Audio 'Different sorts of central bank inaction'
Published 1 month, 3 weeks ago
Description
The technology sector of the equity market might be experiencing a dilemma. If artificial intelligence is disruptive, will it disrupt technology companies? If it is not disruptive, are technology companies overvalued? The drop in technology share prices suggests that there has not been a bubble?the adjustment is relatively focused, and there has been little borrowing behind this. This mutes the economic consequences of recent moves.