Logan Capital’s Founding Principal Stephen Lee was on Bloomberg Radio. According to Stephen, “And as much as we’re talking about the tariffs in China now, 5G is coming. That will change the way networks connect to each other. It will change the devices we use. So we do think that there is demand for those over the next several years.” Stephen also said, “And if anything, some of the weakness about the trade tariffs maybe gives you some opportunity to take advantage of that and begin to build those positions for the future.”
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