TSMC – indispensable to the AI revolution?
TSMC is pivotal to the AI revolution. Here’s how we invest in it.
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Buying a company that sells credit data to banks may seem counterintuitive when fears of a...
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Video – Finding Value in the Much-Hyped AI Space
Artificial intelligence has certainly captured everyone’s attention of late. While there has been...
Video – Exciting Times for Japanese Equities
The Japanese equity market has rallied strongly in recent weeks, edging ever closer to its 1989...
Video - Markets in Denial About US Recession
The sharpest increase in US interest rates in 40 years, a shrinking money supply and bank failures..
Video – 2023 Investor Presentation
Platinum recently held its 2023 investor presentation: “Thinking differently - what the market has..
Video – A Reality Check for Tech?
After two years of excess and bubble-like valuations, the tech sector suffered a significant...
Video – Impressive Opportunities Abound Across Asia
The Chinese equity market has bounced strongly in recent months, and while we continue to find...
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