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In this webinar, Portfolio Managers Clay Smolinski and Cameron Robertson discuss the performance and outlook of the Platinum International and Platinum Asia Funds. They cover the evolution of AI use cases and whether the technology has reached an inflection point. Then explore why South Korea could be "Japan 2.0" and why we're fully invested in Asia.

At a stock selection level Clay and Cameron run their eye across US custom chip makers, Chinese consumers, Indian airlines and the company Cameron calls, “Indonesia’s Westfield.”

If you'd like to peruse the Webinar slides at your leisure you can do so by clicking here. 
Disclaimer The above information is commentary only (i.e. our general thoughts). It is not intended to be, nor should it be construed as, investment advice. To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information. Before making any investment decision you need to consider (with your financial adviser) your particular investment needs, objectives and circumstances.

From the journal

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