i think the impt point here is that the nta of pai has gone fron...

i think the impt point here is that the nta of pai has gone fron around 95c in around august 2016 to 1.11 now.

thats a gain of more than 15% in nta in less than a year.

pai is now trading at a 10% discount to nta. given the fact that options have now closed, i expect this gao will slowly close. it it doesnt, platinun has the option for a share buyback.

i bought 30k at 2.75-2.80 unit price late last year and the unit price is now 3.12

so thats a gain of over 10% in around 8months.

i think pai is a great way to get some asia (china, india, sth korea, vietnam, thailand etc) diversification medium term, especially given the asx has underperformed other markets and is very hard to predict winners in the last 12mo.

aus marco economic growth looks weak going forward which will hurt markets.

thus pai has performed well over the last 5years and over the past 12mo and should do well over the next few years too.

im not worried about the govt and corporate debt issues as ut us manageable and already being addressed. it could cause a few bunps but i believe any major dip would be a great opportunity to buy.