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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

The Next Asian Winners May Not Be AI with Cameron Robertson - Equity Mates

From AI infrastructure to healthcare and consumer businesses, explore the opportunities shaping Asia’s diverse markets. Scroll down to watch the interview.

The Next Asian Winners May Not Be AI with Cameron Robertson | Equity Mates

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.

September 2026 Investor Update | Platinum International Fund

Investments

Watch Cameron Robertson, Portfolio Manager of the Platinum Asia Strategy, discuss the forces shaping Asian markets, emerging growth opportunities and long-term themes for the Platinum Asia Fund. Released 1 September 2026.

Platinum Asia Fund | Investor Update

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The Journal

Expert insights, investment perspectives and market commentary from Platinum’s portfolio managers.

On 14 September 2026, the Platinum International Technology Fund was renamed the PXC Advisors Dynamic Return Fund and management of the Fund transitioned to PXC Advisors Pty Ltd.
PXC Advisors Pty Ltd now provides investment recommendations for the Fund under a new investment strategy. Platinum Investment Management Limited remains the Fund’s responsible entity and continues to implement its investment decisions.
The PXC Advisors Dynamic Return Strategy is an absolute-return, global long-short strategy focused on identifying mispriced investment opportunities arising from significant business and industry inflection points through intensive bottom-up research and independent thinking.
Existing investments remain in the same registered managed investment scheme, and investors do not need to take any action solely as a result of these changes. Since 14 September 2026, the Fund has moved from daily valuations and withdrawals to monthly dealing.
A new Product Disclosure Statement took effect on 14 September 2026. It outlines the Fund’s updated investment objective and strategy, investment process, risks, fees and costs, dealing arrangements and other features. Investors should read the relevant disclosure documents before investing or deciding whether to continue holding units in the Fund.
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Read the PXC Advisors Dynamic Return Fund Product Disclosure Statement dated 14 September
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The Platinum International Technology Fund is closed to new investors.
 View the continuous disclosure documents for important information relating to the Fund.
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Platinum Japan Fund

View the continuous disclosure documents for important information relating to the Fund.
 

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Platinum International Fund Active ETF (ASX:PIXX)

A fundamental, bottom-up, independent research process centred around quality and value

Platinum International Strategy

The Fund provides investors with diversified exposure to companies across Asia (excluding Japan). The strategy focuses on identifying businesses where market prices may not fully reflect long-term growth potential, structural change or improving business quality

Platinum Asia Strategy

Quoted on the ASX and accessible through brokers, PAXX provides a simple and convenient means for investors to gain exposure to an actively managed, diversified portfolio of Asian (ex-Japan) companies across industry sectors. For historical distribution information across all funds, please visit the Distribution history page.
 Registered Office  
Platinum Investment Management
Level 9, 7 Macquarie Place, Sydney NSW 2000
+61 (2) 9255 7500
invest@platinum.com.au
&nbsp;
Unit Registry
Apex Fund Services Pty Ltd
Phone 1300 133 451
Fax +61 2 9251 3525
Email L1Platinum@Apexgroup.com
&nbsp;


Platinum Asia Fund Complex ETF (ASX:PAXX)

Platinum Asia Fund

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Are we still ‘misunderestimating’ Asia?

Silicon Shield: What Taiwan’s TSMC teaches us about investing in Asia

Japan 2026: A new PM heralds a new golden age?

Asia tech: the future is taking passengers

2026 Platinum Investor Roadshow

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The Next Asian Winners May Not Be AI with Cameron Robertson | Equity Mates

September 2026 Investor Update | Platinum International Fund

Platinum Asia Fund | Investor Update

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