Why This Fidelity Fund Manager Is Buying China Tech Over The Magnificent Seven
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jun 24 2025
0mins
Should l Buy MSFT?
Source: Benzinga
Shift in Investment Focus: George Efstathopoulos from Fidelity International is now favoring Chinese tech stocks, which are outperforming U.S. counterparts like Amazon and Apple due to structural innovations and lower valuations, with companies like Alibaba and BYD showing significant year-to-date gains.
Market Dynamics: The Chinese tech sector is benefiting from strong domestic demand, supportive government policies, and a focus on innovation, while U.S. tech giants face high valuations and declining stock prices, prompting investors to consider diversifying into Chinese tech through direct investments or ETFs.
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Analyst Views on MSFT
Wall Street analysts forecast MSFT stock price to rise
34 Analyst Rating
32 Buy
2 Hold
0 Sell
Strong Buy
Current: 403.930
Low
500.00
Averages
631.36
High
678.00
Current: 403.930
Low
500.00
Averages
631.36
High
678.00
About MSFT
Microsoft Corporation is a technology company that develops and supports software, services, devices, and solutions. Its Productivity and Business Processes segment consists of products and services in its portfolio of productivity, communication, and information services, spanning a variety of devices and platforms. It comprises Microsoft 365 Commercial products and cloud services; Microsoft 365 Consumer products and cloud services; LinkedIn, and Dynamics products and cloud services. The Intelligent Cloud segment consists of its public, private, and hybrid server products and cloud services. It comprises server products and cloud services, including Azure, and enterprise and partner services, including Enterprise Support Services. Its More Personal Computing segment primarily comprises Windows and Devices, including Windows OEM licensing; Gaming, including Xbox hardware and Xbox content; Search and news advertising, comprising Bing and Copilot, Microsoft News, and Microsoft Edge.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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