Rising Middle East tensions are pushing oil prices and global bond yields higher, challenging equity valuations and raising an important question: how expensive are your tech stocks?
I compare equity earnings yields with government bond yields across the US and Asia to see where investors are actually being compensated for taking equity risk – and why geographical diversification increasingly makes sense in terms of present valuations.
Watch the full episode to find out more!
Intro0:46 Rising yields weigh on risk appetite
3:53 How expensive are your tech stocks?
