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Emerging Markets

Tech hardware sub-sector tipped for rebound

Goldman Sachs analyst Henry King cites research saying that as macro momentum resumes, hardware benefits most in the tech universe. The winner of best technology hardware and equipment analyst in Asiamoney’s Brokers Poll 2009 is particularly bullish on the computer segment.

  • 06 Nov 2009

The technology hardware sub-sector is not a bad place to be right now, according to long-time Goldman Sachs analyst Henry King.

He and his team are bullish on the outlook for tech hardware over the next two or three years, and not without reason.

Goldman splits hardware into three ...

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