Tech will likely remain the dominant investment theme within Asian equities, BNP Paribas analyst William Bratton says in a research note. The analyst thinks there is no reason for the sector's earnings momentum to slow or reverse over the near term. All three core components of the tech sector--semiconductor, hardware and electronic components--are still experiencing robust upward revisions to 12-month forward earnings, especially when compared with recent trends, he notes. Asian equities are in the middle of an unprecedented earnings boom, with the surge in forward expectations being driven nearly entirely by the tech sector, he says. Meanwhile, it is unlikely that the schism between soaring tech earnings and torpid consumption earnings will narrow over the near term, he adds. ([email protected])