Capital Goods vs Semiconductors - Timing the next upcycle
In these three videos Liberum's Capital Goods Analyst Dan Cunliffe and Technology Analyst Janardan Menon discuss their most recent note with a focus on the two major Buy signals that have generated up to 30% returns within 12m, the performance difference between CapGoods and Semiconductors and why there is a difference. Click here to read the note, click the image below to watch the videos.
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