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Are we still misunderestimating Asia

Asia has repeatedly defied expectations, evolving from a low-cost manufacturing hub into a global leader in innovation, technology, and economic growth. Yet despite its growing influence, many investors still underestimate the region’s long-term potential.

Are we still ‘misunderestimating’ Asia?

Silicon Shield What Taiwan’s TSMC teaches us about investing in Asia

Taiwan Semiconductor Manufacturing Company (TSMC) is one of the world’s most important companies. It’s made investors rich, dominates Taiwan’s economy and is front of mind for strategists in Beijing and Washington. How did TSMC become so important – and what does it tell us about investing in Asia in 2026? 

Silicon Shield: What Taiwan’s TSMC teaches us about investing in Asia

Japan 2026 A new PM heralds a new golden age

Former Australian Prime Minister, Paul Keating, once said "When you change the government, you change the country." We're about to see whether that holds true in Japan.¹

Japan 2026: A new PM heralds a new golden age?

Asia tech the future is taking passengers

Asia’s tech sector is no longer just following global innovation trends. It is helping define them, from autonomous vehicles and semiconductors to AI-powered consumer platforms.

Asia tech: the future is taking passengers

Roadshow | Platinum

Watch the replay of the 2026 Platinum Investor Roadshow featuring insights from David Steinthal, Cameron Robertson and James Hawkins on global markets, AI, Asian equities and activist investing opportunities.

2026 Platinum Investor Roadshow

Platinum | Through Market Cycles

A 570% gain wasn't enough to hold. This PM on why he's taking profits and where Asia's real opportunities are hiding.

Livewire | Up 570% and he’s still selling: the discipline behind this fund manager’s call

When the Chips Are Up

In the past year Korea's SK hynix has ridden the global semiconductor cycle to deliver some extraordinary share price growth. But our interest in the stock is a long-term one. As part of our Companies We Keep series we look at the rationale for buying the stock as far back as 2013.

SK hynix: When the Chips Are Up

Japan's HALO Stocks - Quality hiding in plain sight

Japan’s leading businesses are earning a global reputation for quality, innovation and operational excellence — but many investors still underestimate the scale of the opportunity in Japanese equities.

Japan’s HALO Stocks: Quality Hiding in Plain Sight

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