The Asian Opportunities Investors Are Missing with Cameron Robertson

Asia is home to half the world’s population, half of global economic activity and more than half of global growth, yet it makes up only around 15% of global benchmarks. Platinum Asia Fund portfolio manager Cameron Robertson joins Bryce & Ren to unpack what Australian investors could be missing. From Korea’s AI hardware boom and China’s overlooked companies to India’s healthcare opportunity, Vietnam’s emerging consumer & Indonesia’s beaten-down valuations, Cameron takes us across the region looking for the companies offering the most compelling opportunities.

In this episode:

00:00 Why Australian investors are underweight Asia

04:14 Geopolitical risk, oil prices & emerging-market consumers

07:42 The Asian companies powering the AI boom

17:22 Beyond AI: overlooked opportunities across Asia

21:46 India’s enormous healthcare opportunity

29:47 Vietnam and Indonesia’s emerging middle class

33:20 China: AI enthusiasm, Tencent & an unlikely lighting winner

42:42 The biggest mistakes Australians make investing in Asia

Stocks & ETFs Mentioned: Platinum Asia Fund Complex ETF (ASX: PAXX), Taiwan Semiconductor Manufacturing Company (TWSE: 2330), SK Hynix (KRX: 000660), Samsung Electronics (KRX: 005930), Nvidia (NASDAQ: NVDA), Meta Platforms (NASDAQ: META), Sea Limited (NYSE: SE), Jollibee Foods Corporation (PSE: JFC), Mayora Indah (IDX: MYOR), Yatharth Hospitals (NSE: YATHARTH), Mobile World Investment Corporation (HOSE: MWG), Astra International (IDX: ASII), Tencent Holdings (HKEX: 0700), Guangzhou Haoyang Electronic (SZSE: 300833), Unilever India / Hindustan Unilever (NSE: HINDUNILVR), Hanwha Ocean (KRX: 042660)

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