There’s no denying that the technology sector has been hot over the last few years. Driven by growing demand, high profit margins and surging cash flows, investors can’t get enough of the dominant technology players in the U.S. Heck, Wall Street even gave the top players a clever marketing acronym: FANG.
But as great as the gains and promise in stocks like Facebook (FB ) or Google (GOOG) are, the FANGs can’t hold a candle to what’s going on overseas.
China’s tech dragon is starting to roar. And that roar is shaking the entire emerging world. For investors, China’s emerging tech sector offers an early entry point into one of the biggest trends for the long term. We’re talking early innings, and that’s despite their huge runup last year.
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