[caption id="attachment_2995" align="alignright" width="150" caption="Photo by Matthew Clark Photography"][/caption]
The recovery in the tech sector in terms of demand seems to be real and is more than just inventory restocking. This has been confirmed by global companies such as Seagate and more recently Intel. But you shouldnt just go out and buy any tech stock for exposure. A number of listed tech companies in Singapore are in financial difficulty because of receivable problems, ie their receivable days have been growing and if they have large exposure to a single client they may be facing solvency issues such as Westech and Memory Devices. The first stage of the tech recovery seems to be in the consumables space, ie equipment companies because of the surplus capacity are still not seeing a turn yet.
So how do we get exposure to tech and still be able to sleep at night ?.......Broadway Industrial and Ellipsiz are in my portfolio.....you can also consider AVI Tech (see below)
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