Silicon Shield: What Taiwan’s TSMC teaches us about investing in Asia
TSMC is a poster child for the benefits of investing in Asia. Here's why.
Japan 2026: A new PM heralds a new golden age?
Does a new PM mean more good news for Japanese shares?
.jpg?ext=.jpg "Platinum International Fund | November 2025")
Platinum International Fund | November 2025
David Steinthal discusses the K-shaped economy and the challenge of the AI-boom.
The 2025 Platinum Roadshow Video
Watch the Asian and International presentations from the recent Platinum Roadshow.
AI capex – short term upside, long term questions
Jimmy Su explains what the AI capex boom means for the tech companies spending the money.
Asia today – AI winners and better mousetraps
What's driving Asian markets? Chips, mousetraps and AI text-to-video.
Japan’s miracle comeback - what investors need to know
Keys to the comeback? Great businesses, physical AI and a crucial role retooling US industry.
China: which way will the swing factors swing?
We review the swing factors in China's economy: property, the consumer, tech and tariffs.
Don't stand in the way of Unstoppable Forces
What are the two economic and geostrategic factors most likely to drive long-term returns?
Platinum International Fund and L1 Capital International
David Steinthal explains his approach to managing the Platinum International Fund.
Idexx: All creatures great and small and profitable
We explain the investment case for Idexx, a company that thrives because we love our pets.
Japanese shares: riding on the shoulders of giants
Which elite Japanese companies are driving the returns of the Platinum Japan Fund?
Korea: the new industrial revolutionary?
Korea’s complex economy is ideally suited to a world reshaped by AI and changing geopolitics.
Is Apple ready for the next platform shift?
Apple has been a winner for both consumers and investors. Could that be about to change?
Find more articles by tag
Subscribe to Platinum
Receive our expert investment insights and market updates.
Journal Articles
Read market leading insights.
Market Updates
Get market updates from our analysts
Quarterly Reports
Receive quarterly investment reports