Tim Seymour speaks with Jyskebank.tv's Nasdaq-reporter Carina Moeller Jensen in Denmark on the U.S. Tech sector.  Tim dives into Facebook (FB, quote), Twitter (TWTR, quote), and Apple (AAPL, quote) to a global audience with a global context. We believe Apple derives more relevant growth from their global platform, and will see countries like China (FXI, quote) and Japan (EWJ, quote) be more important to the investment story in second half of 2014 than global growth will be for Facebook and Twitter. 

 

 

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