Are we still ‘misunderestimating’ Asia?
Investors have been underestimating Asia for decades. Now more than ever, that could be a mistake.
The business of looking good
Looking for a business that could defy tariff stress? How about the business of looking good?
Oracle
Oracle is one of the world’s leading software companies, but it has become ‘out of fashion’ with inv
Big Pharma
Although we think of the global drug behemoths as multinational businesses, the fact is that ‘big...
Piaggio
Piaggio, the Italian maker of the iconic Vespa scooter, has been encountering difficult conditions..
Japan Update - January 2015
Scott Gilchrist provides a detailed update on the dislocations that have defined the last three...
Nielsen
Alex Barbi outlines the investment case around Nielsen, the largest consumer behaviour measurement..
Some Chinese Stocks of Interest
Clay Smolinski, portfolio manager of the Platinum Unhedged Fund, takes us through four key Chinese..
Astellas and Daiichi Sankyo
Japanese pharmaceutical companies are going through similar issues as their global peers...
Eureka Report - Investing in the US
Kerr Neilson speaks with Alan Kohler and Clay Carter from Eureka Report about the outlook for the...
The Battery Boom Begins
Batteries are emerging as a big part of the global energy scene. New technology will produce cheap..
Market Update - August 2014
Douglas Isles, Investment Specialist, explains Platinum’s current portfolio positioning and why we..
Virtual Banks
Virtual banks are flourishing as the gap between customers and financial services players rapidly...
AstraZeneca
Engine upgrade at AstraZeneca: Scientific focus reintroduced.
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