Rising Middle East tensions are pushing oil prices and global bond yields higher, challenging equity valuations and raising an important question: how expensive are your tech stocks? I compare equity earnings yields with government bond yields across the US and Asia to see where investors are actually being compensated for taking equity risk – and why geographical diversification increasingly makes sense in terms of present valuations. Watch the full episode to find out more! 0:00 Intro 0:46 Rising yields weigh on risk appetite 3:53 How expensive are your tech stocks? Ipek Ozkardeskaya has begun her financial career in 2010 in the structured products desk of the Swiss Banque Cantonale Vaudoise. She worked at HSBC Private Bank in Geneva in relation to high and ultra-high net worth clients. In 2012, she started as FX Strategist at Swissquote Bank. She worked as a Senior Market Analyst in London Capital Group in London and in Shanghai. She returned to Swissquote Bank as Senior Analyst in 2020, and launched her own website ipekScope.com in 2025. #Markets #Investing #Technology #Nasdaq #SP500 #KOSPI #TOPIX #TAIEX #HangSeng #China #Asia #Bonds #TreasuryYields #Oil #Geopolitics #Diversification #Swissquote #MarketTalk _____ 👉 Discover our brand and philosophy: https://www.swissquote.com/en/group _____ 👉 Deepen your trading and investing knowledge with Swissquote Inspire: explore our articles, analyses, webinars and exclusive content: https://www.swissquote.com/private/inspire _____ 👉 Discover Swissquote’s culture and join a company that values innovation, diversity and team spirit: https://www.swissquote.com/en/careers