CNBC Squawk Box Asia: Seeing ‘a lot of bubble’ in U.S. tech, potential outflows will benefit Chinese stocks: Fund manager

CNBC Squawk Box Asia: Seeing ‘a lot of bubble’ in U.S. tech, potential outflows will benefit Chinese stocks: Fund manager

Steven Glass of Pella Funds is taking a defensive approach to investing in U.S. markets and especially in the tech sector. He also cites Japanese capital inflows as risk to the U.S. tech trade. He says Chinese stocks are still cheap and sees more upside for the markets, but is staying clear of the EV sector.