Are we still ‘misunderestimating’ Asia?
Investors have been underestimating Asia for decades. Now more than ever, that could be a mistake.
The business of looking good
Looking for a business that could defy tariff stress? How about the business of looking good?
The New World of Risk - GameStop and Cryptos
The slant of the early reporting by the popular media on the crowd-driven squeeze on heavily...
Audio – 31 December 2020 Quarterly Report
An audio recording capturing the highlights of Platinum’s December 2020 Quarterly Report is now...
Macro Overview - December 2020
Regulation, Rates and Inflation - Risks to Watch in 2021...
Video - Sector Convergence Empowering Consumers & Healthcare
From electronic devices to digital surgery, e-scripts and buying used cars online delivered right...
COVID Shakes up the UK Grocery Landscape
The UK grocery retail market is highly competitive and dominated by the ‘big four’ incumbent...
Video - Tapping into Pockets of Neglect in Europe
Does the surge in coronavirus infections in Europe warrant a more defensive strategy? Not...
Market Update: 3 December 2020
As the end of a turbulent 2020 nears, this update is an explanation of how and why the flagship...
Legacy Automakers Rising to the Emissions Challenge
In Australia, plug-in electric cars account for just 0.6% of new vehicle sales.[1] This likely...
mRNA Technology Delivers Vaccine Breakthrough
In times of crisis it is often the case that innovation strives. This time, the biotech and pharma..
Tapping into Exaggerated Demise and Underappreciated Growth
As a thematic investor, Platinum looks for opportunities where others are not - in the assets...
Nintendo: Switching it up with Innovation
Nintendo is a well-known producer of gaming consoles and related software. Founded in 1889 and...
Video - Investing for the Long Haul
Long-term structural growth, favourable industry dynamics and a lucrative income stream on after...
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