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Search results: Articles tagged with 'China'

Showing 13-24 of 37 results
Webinar
watch | 2 Jun 2023

Funds in Focus: Platinum International Brands Fund

In the first of our 2023 Funds in Focus adviser webinar series, portfolio manager James Halse...

Podcast
listen | 17 Apr 2023

Macro Overview: The ‘Out of Favour’ and Areas of Significant Change Offer Opportunity

CEO and Co-CIO Andrew Clifford sat down with Head of Investment Specialists Dean McLelland in late..

Video
watch | 3 Apr 2023

Video – 2023 Investor Presentation

Platinum recently held its 2023 investor presentation: “Thinking differently - what the market has..

Video
watch | 21 Feb 2023

Video – Impressive Opportunities Abound Across Asia

The Chinese equity market has bounced strongly in recent months, and while we continue to find...

Article
read | 18 Jan 2023

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...

Video
watch | 9 Nov 2022

Video - Investing in a Bear Market

In a fireside chat with Investment Specialist Henry Polkinghorne, CEO and Co-CIO Andrew Clifford...

Video
watch | 3 Nov 2022

Video - Staying the Course in China

There have been a lot of negative headlines about China recently, covering geopolitical concerns...

Article
read | 27 Oct 2022

Asia ex-Japan Market Update

The last 12 months have been a tough period for markets in the Asia region. Only two markets in...

Podcast
listen | 14 Oct 2022

Macro Overview: Forget Picking the Bottom, Focus on Value

In late September, CEO and Co-CIO Andrew Clifford sat down with Investment Specialist Julian...

Webinar
watch | 30 Sep 2022

Shifting Sands: The Cycle Looks to Have Changed - Should Your Investments Change Too?

In this recently recorded webinar, "Shifting Sands: The Cycle Looks to Have Changed - Should Your...

Podcast
listen | 13 Jul 2022

Macro Overview: A 'Garden Variety' Correction or Much More?

It’s been another challenging quarter for markets. Co-CIO and portfolio manager Clay Smolinski sat..

Video
watch | 28 Jun 2022

Video – Defensive Stocks Not So Defensive After All?

US consumer stocks have taken a hit this year. Rate rises, geopolitical issues, withdrawal of...