PAI 0.52% 95.5¢ platinum asia investments limited

Any idea how closely PAI & the Platinum Asia Fund holdings might...

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    Any idea how closely PAI & the Platinum Asia Fund holdings might be?

    Just opened Platinum's Qtrly Asset management Report & they mention 3 semi-conductor stocks - they certainly don't appear to be all travelling in the same direction during January!?

    Of course, once Chinese NY is well behind us, a different story might unfold?
 
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