PTM 0.46% $1.08 platinum asset management limited

Mmm starting to get a bit cagey around China exposure and the...

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    Mmm starting to get a bit cagey around China exposure and the Asia fund though it's not as bad as others I've seen like some of Baillie Gifford's.
    Suspect this is behind the recent retreat but could just be some short term noise.
    I haven't seen evidence of investors pulling money out of Asia focused funds en masse yet, and with them being such a big growth winner in the past decade I think it will take a bit more despite the China bears being very vocal in the short term.
 
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