Asia is fast becoming a hub of young and impressive businesses run by management teams full of energy. Drawing on his extensive experience in analysing and investing in evolving businesses in the tech sector, co-portfolio manager for our Asia strategy, Cameron Robertson is finding plenty of “not-so-familiar” investment opportunities, with Chinese online grocery retailer Dingdong, a great example.
From the journal
Heineken: refreshing the parts
Why Heineken? Costs, emerging markets and the excise quirks of zero-alcohol
Small grounds, world-class players
Some small economies host brilliant businesses. Here's some of the best
TSMC – indispensable to the AI revolution?
TSMC is pivotal to the AI revolution. Here’s how we invest in it.
Video – The lure of large numbers
The Platinum team look at some high-quality companies growing their businesses in huge markets
Subscribe to Platinum
Receive our expert investment insights and market updates.
Journal Articles
Read market leading insights.
Market Updates
Get market updates from our analysts
Quarterly Reports
Receive quarterly investment reports