The Asian Opportunities Investors Are Missing with Cameron Robertson

Podcast: Equity Mates Investing Podcast · Equity Mates Media

Opublikowano: 2026-10-08

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...