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By David OLDER, Head of Equities, Carmignac
After the tumble in Facebook’s share price, has the tech sector lost its shine? While the dramatic headlines provided a sanguine reminder of the risks associated with a tightening data regulatory environment, investors should not lose sight of the fact that disruptive technologies and trends are a key factor for achieving long term performance. Even if investors have lost their appetite for Facebook, there are still plenty of other tech investment opportunities that offer excellent prospects for growth.
The ability to gather, analyse and utilise large volumes of data is undeniably a driving growth theme across a number of different industries. An example of this is the enterprise software sector,...
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