
The Next Asian Winners May Not Be AI with Cameron Robertson | Equity Mates
Cameron Robertson
Portfolio Manager, Platinum Asia Strategy
Video Overview
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.
Video Chapters
- Why Australian Investors Are Underweight Asia (00:00)
- Geopolitical Risk, Oil Prices & Emerging-Market Consumers (4:14)
- The Asian Companies Powering the AI Boom (7:42)
- Beyond AI: Overlooked Opportunities Across Asia (17:22)
- India’s Enormous Healthcare Opportunity (21:46)
- Vietnam & Indonesia’s Emerging Middle Class (29:47)
- China: AI Enthusiasm, Tencent & an Unlikely Lighting Winner (33:20)
- The Biggest Mistakes Australians Make Investing in Asia (42:42)
Listen to the conversation:
Explore Asia’s investment opportunities beyond AI
Discover how the Platinum Asia Fund identifies opportunities across the region through fundamental company research and valuation discipline.
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This article 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 Asia Fund and the Platinum Asia Fund Complex ETF (ASX: PAXX) (the “Funds”). The latest Platinum Trust® Product Disclosure Statement provides detail about the Funds. You can obtain a copy of the relevant PDS and target market determination from Platinum’s website www.platinum.com.au, or by contacting Investor Services on 1300 726 700 (Australian investors only), 0800 700 726 (New Zealand investors only) or 02 9255 7500, or by emailing invest@platinum.com.au.
The information contained in this article, including the linked interview, is general information only and not intended to be financial product advice. It has not been prepared taking into account any particular investor’s or class of investors’ 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 relevant PDS and consider your particular investment objectives, financial situation and needs prior to making any investment decision to invest in the Funds. You should also obtain professional advice prior to making an investment decision.
Commentary reflects Platinum’s views and beliefs at the time of preparation the interview was recorded on 23 September 2026, which are subject to change without notice. While the information in this article has been prepared in good faith and with reasonable care, no representation or warranty, express or implied, is made as to the accuracy, adequacy or reliability of any statements, estimates, opinions or other information contained in it. To the extent permitted by law, no liability is accepted by any company of the L1 Group or their directors, officers or employees for any loss or damage as a result of any reliance on this information. L1 Group means L1 Group Limited ABN 13 050 064 287 and all of its subsidiaries and associated entities (including Platinum). Some numerical figures have been subject to rounding adjustments. Certain information contained in this article, including the linked interview, may constitute “forward-looking statements”. Due to various risks and uncertainties, actual events or results may differ materially from those reflected or contemplated in such forward-looking statements, and no undue reliance should be placed on those forward-looking statements.
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