joining us is randeep somel, the director of global equities at the fund manager m&g.rn until this us gdp figure comes out later? a little. south korea numbers came out and they disappointed, japan has done the same. these are very heavy export orientated electronic and car manufacturing industries, whereas the us is a much different beast. we will see if this isa different beast. we will see if this is a global issue or if those issues in particular are rooted to asia. lets talk about the tech sector, there is a lot to get investors excited about at the moment. for your money, where should we be looking in terms of tech? anderson and microsoft have brought out wonderful results, microsoft surpassing i trillion in market capitalisation. the structural shift to cloud computing continues, you talked about the percentage increases, this is long—term. not only other top lines growing, profitability is growing, we have reached a critical mass where you can grow the business and profits at the same time. the valuations are getting up there. the boom intake in the last few da

randeep somel is director of global equities at m&g investments.g around the globe or is it to do with brexit or the european economy? it is global, if you look at germany, it is an export led manufacturing economy. when the world slows down, germany slows down and it is the manufacturers that have ta ken of and it is the manufacturers that have taken of the head. it's now about 44 so it is in contraction. if you look away from manufacturing, the services index is up. china tariffs, we have seen become an issue, may be uncertainties around brexit, us trade negotiations have come into the mix. ok don't shares are doing very well, we had that fire at the warehouse in february and the shares went down by 15% but since then, the shares are up more than 50% and it is because they‘re becoming a tech company, not a retail company, that correct?” think from the beginning, it was always confused as a retail company. it has always been a tech company. it has always been a tech company. it had a close association with waitrose but a juicy at now, and the reas