Kerr Neilson buying Technology stocks and unloved Japanese Equities

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Kerr Neilson buying Technology stocks and unloved Japanese Equities. Kerr Neilson says Internet companies continue outperforming in most markets, as growth remains strong and most companies gain market share. He believes that although valuations are high, they have the potential is to go higher. Platinum is well positioned in this sector with holdings in most markets. On where he's investing, Neilson says The trend over the last year has been to move money towards Asia. In recent months several winners have been recycled into unloved Japanese companies. Whilst, on the subject of currencies they prefer the US Dollar, are comfortable with the Euro but avoid the Japanese Yen and Australian Dollar. Read more here (VIEW LINK)

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