Tech Dominates Global Capex

HFA Padded
Rupert Hargreaves
Published on
Updated on

Tech companies are dominating the world, and their domination is only growing as they spend more than the rest of the market to develop and expand their offering. The latest issue of Goldman Sachs’ Fortnightly Thoughts research newsletter looks at the topic of global CapEx spending and finds an interesting trend. While global CapEx spending is on the rise, the split between ‘defensive’ and ‘growth’ CapEx is skewed heavily towards tech companies. [timeless] Tech Sector Dominates Global Capex Spending Growth According to Goldman’s research, after three years of declines, aggregate capital spending for Goldman Sachs’ coverage of 2,500 companies is set to…

This content is exclusively for paying members of Hedge Fund Alpha

Log In

Insider Strategies and Letters to Shareholders from the Top Hedge Funds and Maximize Your Portfolio Growth with Hedge Fund Alpha

Don’t have an account?

Subscribe now and get 7 days free!

HFA Padded

Sign up now and get our in-depth FREE e-books on famous investors like Klarman, Dalio, Schloss, Munger Rupert is a committed value investor and regularly writes and invests following the principles set out by Benjamin Graham. He is the editor and co-owner of Hidden Value Stocks, a quarterly investment newsletter aimed at institutional investors. Rupert owns shares in Berkshire Hathaway. Rupert holds qualifications from the Chartered Institute For Securities & Investment and the CFA Society of the UK. Rupert covers everything value investing for ValueWalk