Overlooked and unloved: Opportunities beyond technology and AI
Produced in partnership with Orbis Investments. Orbis Investments head of IT and healthcare research, Povilas Dapkevicius, is feeling uncomfortable. For the past three years, global equities have surged around 22 per cent per annum, driven higher by mega-cap technology stocks and the artificial intelligence (AI) boom. The June initial public offer of SpaceX, which finished


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