Franklin Technology Fund Sees Opportunities in 'Digital Transformation'

The video discusses tech executives' views on US-China relations, particularly regarding President Trump's policies. It explores the impact of the trade war on the tech and semiconductor industries, highlighting the strategic positioning of portfolios amid political risks. The video delves into digital transformation as a major growth theme, emphasizing subthemes like AI, cloud computing, and IoT. It also examines opportunities in cloud computing, including investments in public cloud and smaller companies filling market gaps.

What is the general sentiment of tech executives towards President Trump's approach to China?

• They completely disapprove of it.

• They find it long overdue and necessary.

• They approve of the manner of his approach.

• They are indifferent to it.

Which industry has China been aggressively trying to build in response to US policies?

• Automobile industry

• Textile industry

• Pharmaceutical industry

• Semiconductor industry

What is the primary focus of digital transformation in industries?

• Increasing employee count

• Reducing costs

• Expanding physical stores

• Improving customer engagement and understanding business processes

Which of the following is NOT a subtheme of digital transformation?

• Digital Payments

• Traditional Marketing

• Cloud Computing

• Artificial Intelligence

Which company is NOT mentioned as a key player in the public cloud market?

• Facebook

• Google

• Microsoft

• Amazon

What is the estimated size of the public cloud market opportunity according to the transcript?

• Under $100 billion

• At least a trillion dollars

• Around $500 billion

• Over $2 trillion

Which company had a successful IPO recently, as mentioned in the transcript?

• Salesforce

• Tencent

• Cloudflare

• Alibaba