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ETF5IT at R40.09 gives you pure exposure to US tech without the rand volatility, though you're paying the U…by @pedant_pete on $ETF5IT

PE
Pete van W.@pedant_pete·Neutral

ETF5IT at R40.09 gives you pure exposure to US tech without the rand volatility, though you're paying the US dollar strength tax right now. The sector's valuation compression versus three years back is real, but betting on AI and semiconductors through this feeder means you're es

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