I Promise Spending Will Happen: Bokeh Capital Partners CIO

What is the expected impact of the Delta variant on school and office reopening?

• It will cause permanent closure of schools and offices.

• It will accelerate the reopening process.

• It will have no impact on reopening.

• It is likely to delay the reopening further.

How does the speaker view the current retail market?

• Retail is expected to grow exponentially.

• Retail is expected to remain stagnant.

• Retail is on sale and presents buying opportunities.

• Retail is expected to decline significantly.

What is the speaker's perspective on Amazon's role in the retail space?

• Amazon will become the only retailer for everyone.

• Amazon's growth is limited due to lack of new catalysts.

• Amazon is expected to dominate all retail sectors.

• Amazon will lose all its market share.

Which sector is mentioned as having a recent increase in value?

• Airlines

• Packaged food

• Real estate

• Technology

What is the speaker's investment strategy regarding airlines?

• Invest heavily in airlines for long-term gains.

• Avoid airlines due to their limited profitability.

• Airlines are expected to outperform all other sectors.

• Invest in airlines for short-term gains.

What is a key factor for growth in the technology sector according to the speaker?

• Increased physical retail stores

• Rollout of 5G and digitalization

• Decline in online shopping

• Reduction in technology investments

Which company does the speaker favor in the semiconductor space?

• Qualcomm

• Xilinx

• Intel

• NVIDIA