More than 800 million Chinese consumers are carrying e-wallets on their phones, and mobile payments made via China’s third-party platforms such as Alipay and Tenpay – some US$5.5 trillion – were 50 times the value of e-payments transacted in the US last year.
Andrew co-founded Platinum in 1994 as the Deputy Chief Investment Officer, having worked alongside Kerr for several years at Bankers Trust and perfecting the craft of.. More
In late March 2017, I visited China, meeting people from a wide range of different businesses and backgrounds.
Graduating as dux of Finance from university and a brief stint as an accountant at Grant Thornton gave Clay the grounding to deconstruct financial statements. But it is his.. More
Global portfolio manager, Clay Smolinski, discusses the exuberance surrounding the US market and the hidden opportunities presenting themselves elsewhere around the world.
Scott was an engineer by training. Before joining Platinum in 2001, he had held a range of consulting and operational roles in the engineering and mining industries, including.. More
Given the resoundingly negative and sometimes apocalyptic view of Japan held by a wide range of foreigners, it is always with some trepidation that I board the flight to Haneda Airport in Tokyo, only to arrive and find a gap between perception and reality.
The global economic and political landscape continues to provide a multitude of challenges for investors.
Looking at the year ahead, where are opportunities emerging? And what should investors be looking for in a business?