It has been many years since Joe last held a stethoscope and examined patients in a hospital, but what his early experience as a medical doctor left him with is a strong sense.. More
When people think of the rising middle-class consumer in Asia, China springs to mind. However, the consumer theme extends beyond China and there are plenty of enticing and attractively valued investment opportunities on offer. Portfolio manager, Dr Joseph Lai shares his excitement for the region, including Facebook’s recent US$6bn investment in an Indian telco company owned by Reliance Industries.
Audio – 30 June 2020 Quarterly Report
Video - Market Dislocation Creates Opportunities
Quarterly Report for the Platinum Trust Funds