Temasek CIO Rohit Sipahimalani Warns on US Capex Surge Risks

Now, at some point, this acceleration gap is going to continue indefinitely, and that's why you will have cycles. But, at least in the near future, we don't see that changing materially. So, it's right now, I would say, a very earnings-driven market.Uh, there's segments of the market that are frothy. >> What's looking frothy. >> I mean, there's so many deals getting done at 50 times revenues, et cetera.And some of the companies are growing so fast that it justify that because you suddenly that 50 times reve ...