Why Deutsche Bank is no Hindenburg
If you have been following the news, you would know that Deutsche Bank is in some hot water...
Germany. Powerhouse or Powderkeg?
Despite signs of economic recovery, Europe, indeed the developed world, has been engulfed by a...
The Impact of Persistent Low Rates on Pension Funds and Life Insurers
Life insurers and pension funds have been shifting money away from equities to buy more long-dated..
Market Update - August 2016
There are significant changes occurring in financial markets which we think threaten the continuum i...
Samsung Electronics - 20 Years On
Samsung Electronics has been a key holding of the Platinum International Fund for the most part of t...
Brexit Commentary - What Next?
The decision by the British people to withdraw from the EU took markets by surprise. Yet, it did...
Brexit Update
The UK’s exit from the EU is a process. The resulting changes to policies and laws will take some...
Stock-Picking amid Chronic Low Rates - Lessons from Japan
A prolonged period of low interest rates will affect us all, and the question of which stocks to...
Interest Rates to be Lower for Much Longer
Today, we live in an extraordinary environment as investors, with zero or negative interest rates...
Automotive Innovation and the Growing Importance of Technology
The present decade is a particularly interesting time for automotive technology, where a number...
Technology Enriching India's Poor
“Everything comes to us that belongs to us if we create the capacity to receive it.”
China’s Appliance Industry
Amid concerns over China’s weakening housing market, stock prices of Chinese home appliance...
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