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Are we still misunderestimating Asia

Asia has repeatedly defied expectations, evolving from a low-cost manufacturing hub into a global leader in innovation, technology, and economic growth. Yet despite its growing influence, many investors still underestimate the region’s long-term potential.

Are we still ‘misunderestimating’ Asia?

Silicon Shield What Taiwan’s TSMC teaches us about investing in Asia

Taiwan Semiconductor Manufacturing Company (TSMC) is one of the world’s most important companies. It’s made investors rich, dominates Taiwan’s economy and is front of mind for strategists in Beijing and Washington. How did TSMC become so important – and what does it tell us about investing in Asia in 2026? 

Silicon Shield: What Taiwan’s TSMC teaches us about investing in Asia

Japan 2026 A new PM heralds a new golden age

Former Australian Prime Minister, Paul Keating, once said "When you change the government, you change the country." We're about to see whether that holds true in Japan.¹

Japan 2026: A new PM heralds a new golden age?

Asia tech the future is taking passengers

Asia’s tech sector is no longer just following global innovation trends. It is helping define them, from autonomous vehicles and semiconductors to AI-powered consumer platforms.

Asia tech: the future is taking passengers

Roadshow | Platinum

Watch the replay of the 2026 Platinum Investor Roadshow featuring insights from David Steinthal, Cameron Robertson and James Hawkins on global markets, AI, Asian equities and activist investing opportunities.

2026 Platinum Investor Roadshow

Platinum International Fund | Platinum

David Steinthal, Portfolio Manager of the Platinum International Fund, discusses the current investment environment, the ongoing impact of artificial intelligence on markets and company fundamentals, and why Platinum continues to see compelling long-term opportunities across much of the portfolio.

September 2026 Investor Update | Platinum International Fund

Investments

Watch Cameron Robertson, Portfolio Manager of the Platinum Asia Strategy, discuss the forces shaping Asian markets, emerging growth opportunities and long-term themes for the Platinum Asia Fund. Released 1 September 2026.

Platinum Asia Fund | Investor Update

When a good idea meets borrowed money

Artificial intelligence is transforming the global economy, but great technologies don't always make great investments. Understanding scarcity, valuation and leverage remains critical.

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The Journal

Expert insights, investment perspectives and market commentary from Platinum’s portfolio managers.

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 For historical distribution information across all funds, please visit the distribution history page.


Platinum Global Fund (Long Only)

The Fund provides investors with diversified exposure to companies with strong consumer and business brands across a range of industries and geographies. The strategy focuses on businesses with pricing power, customer loyalty and resilient long-term earnings potential, including both established global leaders and emerging brands. View the continuous disclosure for important information relating to the Fund.
 For historical distribution information across all funds, please visit the distribution history page.


Platinum International Brands Fund

The portfolio combines globally competitive Western European businesses with structural growth opportunities across Central and Eastern Europe through a benchmark-agnostic, actively managed investment approach View the continuous disclosure for important information relating to the Fund.
 For historical distribution information across all funds, please visit the distribution history page.


Platinum European Fund

The Platinum Japan Fund invests in Japanese companies with durable competitive advantages, strong management teams and exposure to long-term structural trends shaping Japan’s economy and industrial leadership View the continuous disclosure for important information relating to the Fund.
 For historical distribution information across all funds, please visit the distribution history page.


Platinum Japan Fund

View the continuous disclosure for important information relating to the Fund.
 

For historical distribution information across all funds, please visit the distribution history page.




Platinum International Fund

Quoted on the ASX and accessible through brokers, PIXX provides a simple and convenient means for investors to gain exposure to an actively managed, high conviction, long only portfolio of companies from around the world and across industry sectors. For historical distribution information across all funds, please visit the Distribution history page.
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Platinum Investment Management
Level 9, 7 Macquarie Place, Sydney NSW 2000
+61 (2) 9255 7500
invest@platinum.com.au
&nbsp;
Unit Registry
Apex Fund Services Pty Ltd
Phone 1300 133 451
Fax +61 2 9251 3525
Email L1Platinum@Apexgroup.com


Platinum International Fund Active ETF (ASX:PIXX)

A fundamental, bottom-up, independent research process centred around quality and value

Platinum International Strategy

The Fund provides investors with diversified exposure to companies across Asia (excluding Japan). The strategy focuses on identifying businesses where market prices may not fully reflect long-term growth potential, structural change or improving business quality

Platinum Asia Strategy

Quoted on the ASX and accessible through brokers, PAXX provides a simple and convenient means for investors to gain exposure to an actively managed, diversified portfolio of Asian (ex-Japan) companies across industry sectors. For historical distribution information across all funds, please visit the Distribution history page.
 Registered Office  
Platinum Investment Management
Level 9, 7 Macquarie Place, Sydney NSW 2000
+61 (2) 9255 7500
invest@platinum.com.au
&nbsp;
Unit Registry
Apex Fund Services Pty Ltd
Phone 1300 133 451
Fax +61 2 9251 3525
Email L1Platinum@Apexgroup.com
&nbsp;


Platinum Asia Fund Complex ETF (ASX:PAXX)

Platinum Asia Fund

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Are we still ‘misunderestimating’ Asia?

Silicon Shield: What Taiwan’s TSMC teaches us about investing in Asia

Japan 2026: A new PM heralds a new golden age?

Asia tech: the future is taking passengers

2026 Platinum Investor Roadshow

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September 2026 Investor Update | Platinum International Fund

Platinum Asia Fund | Investor Update

When a good idea meets borrowed money

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