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
China’s rapid adoption of technology and urban population density are key drivers of its astonishing economic transition. Dr Joseph Lai, portfolio manager for the Platinum Asia Fund discusses where his team is finding attractive investment opportunities in the burgeoning consumer sector and what surprises him the most about China’s economy.
The Growing Valuation Divergence Between Growth and Value Stocks
Podcast - Value vs Growth
Audio - 30 June 2019 Quarterly Report