Silicon Shield: What Taiwan’s TSMC teaches us about investing in Asia
TSMC is a poster child for the benefits of investing in Asia. Here's why.
Korea: the new industrial revolutionary?
Korea’s complex economy is ideally suited to a world reshaped by AI and changing geopolitics.
Video – A Reality Check for Tech?
After two years of excess and bubble-like valuations, the tech sector suffered a significant...
Video - Power Semiconductors Powering Our Lives
A key part of Platinum’s investment process is to look for areas of change that are...
Japan Dominating Highly Profitable Niches
Japan is home to many well-run, globally dominant businesses, but this fact is often obscured behind...
Market Update – 8 March 2022
Global equity markets have weakened sharply as they digested the Russia-Ukraine conflict. While...
Video - Readying for a Market Leadership Change
Every bubble has two main ingredients: a great idea and easy money. This time, technological...
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