16 September 2023

Uncovering Opportunities Amidst Volatility: Ox Capital’s Approach to Asian and Emerging Markets

Ox Capital’s Approach to Asian and Emerging Markets.

6 June 2023

The Top Down Risk Management Framework

Discover Ox Capital’s top-down risk management framework. Learn how our quantitative model, MOAT analyses millions of data points to help us identify potential mispricing’s and navigate market trends.

25 May 2023

Ausbiz TV Interviews

Dr Joseph Lai shares his market insights in these short video interviews with Ausbiz.

17 May 2023

The Case for LATAM 

Financial market returns across Latin America (LATAM) have been largely lacklustre for the last decade. However, the world is changing. Covid-19, the war in Ukraine and increasing de-globalisation are inflationary forces in the world. This situation presents an opportunity for LATAM, and the future performance of their markets.

16 May 2023

Meet the fund searching for the next Google and Amazon

Dr Joseph Lai shares how the Ox Capital process enables the fund to outperform the benchmark and provides his insights into the regions and themes currently drawing his attention.

5 May 2023

Ox Capital’s secret to beating the market over the past 12 months: Never pay up

Joseph Lai share insights on how Ox Capital Management has achieved success in beating the market over the past 12 months.

30 April 2023

Investing in China

As the Chinese economy advances, quality growth is becoming the new standard for success. We see potential in the Chinese market due to its emphasis on domestic consumption and future technological giants.

21 March 2023

The Case for Energy: An Asymmetric Return Investment

The modern global economy heavily relies on energy, and with the growth of developing economies, especially in Asia, the demand for energy is set to increase.

22 February 2023

India – The country with the biggest rising middle class

Given its rapid economic growth, young and vast population base, India has the biggest growing group of middle-class consumers in the world in the coming decade.

13 January 2023

The industrial powerhouses of Indonesia and Vietnam

Indonesia and Vietnam are Southeast Asian economies undergoing dramatic economic development. These economies are booming when most economies are seeing a recession in 2023.