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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.
Contributors

Cameron Robertson

Portfolio Manager, Platinum Asia Strategy


Duration
4 mins

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Cameron Robertson, Portfolio Manager of the Platinum Asia Fund, sat down with Bryce and Ren from Equity Mates to discuss why Asia deserves a closer look from Australian investors.

The conversation explores the AI investment cycle in Korea and Taiwan, opportunities across Southeast Asia, India’s growing healthcare needs and Cameron’s approach to finding value in China. Cameron also discusses how geopolitical uncertainty and higher energy prices are affecting businesses and consumers, and why valuation discipline remains central to his investment approach.

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This presentation has been prepared by Platinum Investment Management Limited ABN 25 063 565 006, AFSL 221935, trading as Platinum Asset Management (“Platinum”). Platinum is the responsible entity and issuer of units in the Platinum Trust® Funds (the “Funds”). This publication contains general information only and is not intended to provide any person with financial advice. It does not take into account any person’s (or class of persons’) investment objectives, financial situation or needs, and should not be used as the basis for making investment, financial or other decisions. You should read the entire Platinum Trust® Product Disclosure Statement (including any Supplement(s) thereto) (“PDS”) and consider your particular investment objectives, financial situation and needs before making any investment decision to invest in (or divest from) a Fund. The Funds’ target market determination is available at www.platinum.com.au/invest-now. You can obtain a copy of the current PDS from Platinum’s website, www.platinum.com.au or by phoning 1300 726 700 (within Australia), 0800 700 726 (within New Zealand) or +61 2 9255 7500, or by emailing to invest@platinum.com.au.

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