Dave Sekera, chief U.S. market strategist for Morningstar, is bullish on one corner of tech that he says is set to experience "some of the strongest long-term secular growth."
That's cybersecurity, he told CNBC's "Squawk Box Asia" on Thursday.
"Between geopolitical risks, ransomware and hacking, this is just one area that's going to have a lot of secular growth," Sekera said.
Sekera names one stock that he says is trading at about a 25% discount to Morningstar's fair value estimates: CrowdStrike .
Analysts have struck a bullish tone on cybersecurity of late, arguing that it's one sector that's resilient even in a slowdown.