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Funds' dilemma: Cling on to financials or pick up tech laggards?

A large screen showing the final sales figures, after 24 hours of Singles Day sales, at the Tmall 11:11 Global Shopping Festival gala in Shenzhen on Nov 12.


IT TOOK Donald Trump for investors to realise they were too much in love with technology.

Not even record Singles' Day sales volume could catch the falling knife of fading infatuation for Alibaba Group Holding Ltd and its brethren.

Add to that the terrible October...

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