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PE is certainly a matter of taste but is not very heavily weighted at 10%.
I find the tech and India sectors a gamble but definitely exciting. Instead of AI and BigData, I might consider going a little more broadly into tech.
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@JJJanson Isn't AI and big data just that? Tech-heavy?😅
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@userb727305b197d42fa By broader, I didn't just mean considering the AI part of tech. There are many other tech companies outside of AI and big data. Broader would simply be an ETF on the NASDAQ, for example. But then you also have to reckon with some overlaps with the all world