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Mueller-Glissmann: China tech offers cheap, disruptive alternatives to US tech
CNBC Televisionยท 2025-09-03 11:39
All right. So, big ruling here that really boosts the stocks of Alphabet and Apple, two members of that MAG 7, but you're saying more broadly, not only just the MAG 7, but US assets, it may be time to lower your exposure in a portfolio. Why is that right now. Why do you feel that way right now.>> Yeah, I mean, it's it's a good point. I think this whole concept of US asset dominance has been around for some time and we've been talking about that since the beginning of the year. We know roughly half of the eq ...