22 July 2024

Livewire | Are China’s best days behind us?

In this episode of The Pitch, Lai discusses the key signals he sees in China, whether the property market is turning around, and his tips for approaching the Chinese market, noting that being selective is the key.

18 July 2024

How attractive are Chinese equities now?

Uncover why Chinese equities are becoming increasingly attractive, with current valuations offering compelling opportunities for long-term investors.

15 July 2024

China Autos: Finding the fast lane

Discover the rapid rise and global ambitions driving China’s auto industry, led by innovative giants like BYD and Geely.

9 July 2024

Livewire | 3 stocks this investor is watching in an undervalued part of the market

In this episode of The Pitch, Dr Joseph Lai discusses the opportunities he sees in emerging markets and how to invest in these markets. He also shares three companies he believes reflect the opportunities in emerging markets.

17 June 2024

Finding Alpha Podcast | Exploiting the Valuation Gap

In this episode of Finding Alpha, Jo talks about the global franchises that are attractive right now and why he thinks that China’s equity market is flashing green.

21 May 2024

China Property: The Adjustment is Mostly Done

A great deal of adjustment has already taken place in the Chinese property sector. So much so, that in the economically vibrant parts of China, properties are already somewhat undersupplied.

17 May 2024

GEM is offering one of the biggest opportunities in a lifetime

Dr. Joseph Lai discussed compelling opportunities in emerging market equities at the Portfolio Construction Forum Markets Summit 2024.

9 May 2024

How our Quality, Growth and Valuation Investment Framework underpins our process

In this short video, hear from Dr Joseph Lai about QGV. Quality, Growth, and Valuation serves as the cornerstone of Ox Capital’s investment framework underpinning our process of selecting quality companies poised for sustainable long-term growth at attractive entry points.

3 May 2024

The Spigot is Set to Open

The Hong Kong stock market surged after the CSRC’s announcement promising support measures, contrasting with global market declines driven by US interest rate hike fears.

10 April 2024

China Equities: The Time is Nigh

Chinese equities are trading at extremely attractive levels, and in our view, the outlook is highly prospective for long term investors.