Three areas in the technology space that abound with opportunities

In this video clip, American Century Investment’s Bernard Chua identifies three areas in the technology space where investors can find specific opportunities.

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  • Online advertising: “Google and Facebook are disproportionately winning the majority of these advertising budgets. And we are only starting to see advertising going to the mobile space.”
  • Cloud computing: “Companies are taking advantage of cloud computing. A good example of that is Adobe Systems, which used to sell their products for a one-time fee. Now they make it available only for subscribers who would pay a recurring fee. Over time this will mean a predictable income stream and, more importantly, more users and higher profits.”
  • Digital payments: “Increasingly, countries are pushing the adoption of alternatives to cash. A good example of this is the demonetising efforts of the Indian economy last year.”   

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