Asks Seema if cheaper tech valuations in Asia make it more attractive than US, or if other factors matter.
Frank
Seema Shah
Asia attractive due to cheaper tech valuations and demand for diversification from US concentration risk.
Seema Shah
Asia has strong fundamentals with better economic prospects, some central bank loosening, and positive outlook on China.
Asks Seema about gold higher and stocks hitting records simultaneously, and if tech safety trade sentiment has shifted.
Frank
Seema Shah
Equity market doing well due to focus on positive global economic story; gold rising due to political turmoil in first weeks of 2026.
Seema Shah
Tech euphoria faded late 2025 but still a good story; expects broadening to other sectors like financials and consumer discretionary.