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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

2026 Distribution Estimates

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.

June 2026 Investor Update | Platinum International Fund

Platinum | Through Market Cycles

A 570% gain wasn't enough to hold. This PM on why he's taking profits and where Asia's real opportunities are hiding.

Livewire | Up 570% and he’s still selling: the discipline behind this fund manager’s call

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