Indian Field Trip
With widespread corruption and systemic inefficiencies, India is a notoriously difficult market...
Investment Update - February 2013
Kerr Neilson provides an update on global markets and where we have been identifying under-appreciat...
Brands and Multinationals
Simon Trevett, portfolio manager of the Platinum International Brands Fund, discusses how we...
Africa Rising
Kerr Neilson explores Africa’s economic emancipation brought about by the Internet and mobile...
European Stock Updates
Clay Smolinski, portfolio manager of the Platinum European Fund, provides an updates on three key...
Evolution of Mobile Technology
Alex Barbi looks into the myriad of investment opportunities arising from the proliferation and...
Global Outlook - December 2012
As we try to make sense of the year ahead, we run the risk of extrapolating the experiences of the..
Respiratory Drugs
Bianca Ogden takes a look at some of the key developments in the area of treatments for...
China's New Leaders
The change in leadership in China has come at a critical moment in the country’s development as it..
Microsoft
With PCs and laptops going out of fashion, and with them possibly the Windows operating system...
China's Agricultural Sector
While there has been much focus on China’s role in driving the prices of hard commodities, it has...
An Autopsy of the Facebook IPO
Alex Barbi takes a look at the reasons behind the significant fall in Facebook's post-IPO share...
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