Analysts Predict Sector Rotation Out of Mega Cap Tech into Overlooked Sectors
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Richard Bernstein Advisors predicts a "once-in-a-generation" investment opportunity as the market shifts from mega cap tech stocks.
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RBA's Dan Suzuki warns large cap tech earnings growth is decelerating, expects a tech bear market.
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Suzuki forecasts acceleration in earnings for small caps, industrials, energy, emerging markets in 2023.
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Extreme valuations & concentration in big tech stocks could prompt a shift to other sectors.
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Analysts caution about overcrowding in mega cap tech names, predict possible sector rotation.