Credit Suisse's Amine on Post-Election Markets, Tech M&A

The transcript discusses post-election market trends, highlighting increased trading volumes and sector rotations. It examines the impact on technology stocks, particularly in light of potential protectionist policies. The discussion also covers the anticipation of large private technology companies entering public markets in 2017, driven by liquidity needs and acquisition strategies. Additionally, it addresses market volatility and its effects on IPO performance, noting a shift in investor focus towards secondary offerings.

What significant changes in trading volumes have been observed since the election?

How have the rotations in the market shifted post-election?

What expectations do investors have regarding the president-elect's policies?

What impact did the sell-off in Fang stocks have on the market?

What trends are expected in the technology sector regarding IPOs in 2017?

What are the implications of having a public stock for companies looking to make acquisitions?

What factors contributed to the decline in IPO performance in Q4?