Three plays on the rise of mobiles

Professional investor Simon Marsh is optimistic for the future. The one area he believes will outshine others is technology, ignited by the rise of the mobile internet. Here, he picks three stocks that should power the new technological revolution.

Each week, a professional investor tells MoneyWeek where he'd put his money now. This week:Simon Marsh, partner at Killik & Co stockbrokers.

There is good reason to be optimistic. Stress in the financial system has subsided and the banking system the root cause of the crisis is beginning to normalise. Governments have helped by injecting funds on a scale we have never before seen. However, one consequence is likely to be the re-emergence of inflation. We also have to contend with spiralling public debt, and what looks like an increasingly unbalanced economy in China.

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GoogleUS$510.66US$247.30US$453.94
Imagination Tech175.50p30p183p
Sociedad de ChileUS$40.13US$12.98US$35.31
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