Platinum In Focus: China [417]

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Platinum In Focus: China

PUBLISHED

2021-08-11

Content

In this short video, Julian McCormack, Cameron Robertson and Charles Brooks discuss China’s recent policy initiatives and why Platinum continues to see opportunities. Resultant impacts and a dynamic system can favour those with a deep understanding and long-term horizon.

For more on China, please see China’s Societal Change: Centralised Command and Capitalist Entrepreneurs, a paper by Cameron Robertson and Charles Brooks highlighting the regulatory reforms, challenges and opportunities.

Author

Name

Cameron Robertson

Cameron Robertson CFA, BSc Hons (USyd), MAppFin (Macquarie) is a Portfolio Manager with Platinum Asset Management.

Cameron joined Platinum in 2010, initially focusing on resources and industrial companies, and later on the technology and communications sectors. In early 2017, Cameron was appointed as co-manager of the Platinum International Technology Fund and was later the sector lead of the technology and communications team. In April 2021, Cameron was appointed a co-manager of Platinum’s Asia ex Japan strategy. Prior to Platinum he worked as an equity analyst at CP2 (formerly Capital Partners) for several years.