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.

12 December 2022

Growth Opportunities Aplenty in a Sluggish World

Ox Capital presents a new thought leadership series. In this introductory edition we cover 2022 performance, and an overview of the series.

16 September 2022

The Vietnamese Economic Miracle

Vietnam is an exciting – and underappreciated – emerging markets investment opportunity, with an economic transformation reminiscent of China and driven by export growth, infrastructure and technology investment and increasing consumption.

7 September 2022

Livewire:Three sectors to watch as China battles its “perfect storm”

In this Livewire article, Dr Joseph Lai weighs in on the opportunities and challenges relating to the Chinese economy.

29 August 2022

Livewire Expert Insights: The Expert’s Guide to Investing in China

Dr Joseph Lai takes a deep dive into the Chinese economy, from how to invest in Chinese assets to navigating the complex regulatory environment.

22 August 2022

Livewire Expert Insights: Is It Time to Deploy Cash Into Emerging Markets?

Dr Joseph Lai discusses his three core investing principles and shares which emerging economies are looking attractive.

9 August 2022

Livewire Expert Insights: Are We at the Turning Point for Emerging Market Equities?

Dr Joseph Lai explains why he’s optimistic about emerging markets despite the macro headwinds still in play.

25 July 2022

Ausbiz TV Interviews

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