Stay with the technology sector

The technology sector remains our favorite play on the global economic recovery given its leverage to corporate capital spending, healthy balance sheets, and high return on equity (ROE). Certain sub-groups, such as semiconductors and computers & peripherals, are near-term overbought and could face a brief period of consolidation. However MRB expects setbacks to be minor, and investors should look to augment holdings on dips given improving cyclical demand conditions.

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