"It's Going To Be a Gradual Improvement"
It is premature to return to tech stocks in the absence of any sign of a revival in spending on information technology, according to Kenneth Shea, vice-president and director of Standard & Poor's Equity Research & Services. Shea says S&P currently advises overweighting portfolios in four sectors -- basic materials, consumer cyclicals, energy, and utilities -- and continuing to "underweight" tech.
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