Japan’s reform. New dawn or same old story?
The recent strength of the Japanese sharemarket has got a new generation of investors asking
How Japan Regained Its Mojo
The Japanese stock market is booming in 2023, up 21% for the year to date, outperform...
The Times are Changing
The economic environment has changed significantly over the past 18 months. We have gone from...
Vietnam: A Beneficiary of Foreign Investment, Urbanisation and a Growing Middle Class
Members of Platinum’s Asia team recently travelled to Vietnam, visiting companies that we already...
Quarterly Report for the Platinum Trust Funds
The March quarterly report for the Platinum Trust Funds is now available and can be accessed here...
Why Today's Headwinds Have Accelerated a Multi-Generational Shift
The energy transition is rapidly accelerating. Portfolio managers Jodie Bannan and Liam Farlow...
Off-Price but On-Trend: Discount Retailers Taking Market Share
The reversal of pandemic spending trends was a common challenge for retailers planning inventory...
Sportswear: Fashionable On and Off the Field
In a world of big numbers, powerful brands in global sportswear look advantaged as they pursue...
The Chinese Property Market: The Most Important Industry Globally Which Few Understand
A property implosion was 2022’s China crisis narrative. We have owned Chinese property companies...
Boom, Bust and Disruption in the Furniture Industry
The pandemic had a dramatic impact on the US furniture and homewares industry. Consumers stuck at...
Healthy Investor Scepticism Returning to Markets
As we head into the final months of 2022, it’s worth taking a step back and reviewing the past 10...
Japan in the First Innings of a Digital Shift
Japan was recently declared the #1 tourist destination in the world according to the 2021 Travel...
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