The Incoming EV/Hybrid Vehicle (R)evolution
Alex Barbi, portfolio manager of the Platinum International Technology Fund, discusses the onset...
Market Update - April 2015
As investors crowd towards the perceived low-risk and high-certainty assets, we at Platinum...
India
From funding more infrastructure projects to introducing a GST, to implementing a nationwide...
Pernod Ricard
Simon Trevett, portfolio manager of the Platinum International Brands Fund, explains what we find...
China Update - January 2015
Slowing economic activity has led the Chinese Central Bank to cut interest rates and promoted the...
Oracle
Oracle is one of the world’s leading software companies, but it has become ‘out of fashion’ with inv
Big Pharma
Although we think of the global drug behemoths as multinational businesses, the fact is that ‘big...
Piaggio
Piaggio, the Italian maker of the iconic Vespa scooter, has been encountering difficult conditions..
Japan Update - January 2015
Scott Gilchrist provides a detailed update on the dislocations that have defined the last three...
Nielsen
Alex Barbi outlines the investment case around Nielsen, the largest consumer behaviour measurement..
Some Chinese Stocks of Interest
Clay Smolinski, portfolio manager of the Platinum Unhedged Fund, takes us through four key Chinese..
Astellas and Daiichi Sankyo
Japanese pharmaceutical companies are going through similar issues as their global peers...
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