Deutsche Bank has signalled that there is still room for investors to rotate into technology stocks, citing the sector’s recent outperformance.
In a statement to the market, the German bank’s research team noted that technology shares have been delivering stronger returns than many other sectors, creating opportunities for portfolio rebalancing.
“There is still room to run with regards to rotation in tech stocks due to outperformance in the sector,” the bank said.
The comment comes as tech firms continue to post robust earnings and maintain high valuation multiples, drawing attention from both institutional and retail investors.
While the bank did not provide specific targets or sector weights, the remark underscores a broader view that technology remains a key growth driver in the current market environment.
<small>Source: CNBC — read the original story there.</small>