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There's no question that Japan's economy is hot and next year companies' confidence to invest in infrastructure plays well for tech stocks.
Chinese stocks have sold off rapidly since early last week, a reaction to government reforms in a market where policy can change overnight. Investors need to watch this momentum-driven market for short-term weakness.
Asian tech stocks have led to two-thirds of the record-breaking gains in Asian shares this year, China's top tech plays, the BAT stocks among them. But with Tencent and Alibaba doubling in 2017, are they in bubble territory?