Unpacking the Investment Opportunities in the Changing Asian Supply Chain
Vietnam, Indonesia and India are grasping the opportunity to become the factories of the world, reminiscent of the Chinese development story 20 years ago. We take a look at the investment opportunities arising from this shifting supply chain dynamic.
INBrief with Joseph Lai
Dr. Lai spoke to The Inside Network about the opportunity set in emerging markets.
Profiting From Liquidity Shocks in Equity Markets
Liquidity shocks in equity markets can present powerful buying opportunities, as demonstrated by the recent Hong Kong Stock Exchange price action.
Livewire Fund in Focus
Dr Joseph Lai explains how OxCap find mispriced opportunities in Asia and beyond in this Fund in Focus video.
Why Emerging Markets Part 1: China
Regulatory reforms, a decade of deleveraging, consumption-fuelled growth and an abundance of savings – just some of the reasons we like China.
Why Emerging Markets Part 2: The ASEAN Opportunity
Primed with a young labour force, enhanced trade agreements and key commodity exports, ASEAN is an exciting but largely overlooked opportunity.
Why Emerging Markets Part 3: Valuations are Cheap
We examine why emerging markets are cheap on a comparable valuation perspective by taking a closer look at the difference in valuations between US and Chinese technology companies.
Quarterly Note: December 2021
Our inaugural quarterly note provides context as to why we’re excited about the prospects for emerging markets.
Country in Focus: Indonesia
Indonesia is primed for significant consumption and urbanisation growth over the coming decade – we examine the key drivers.
Emerging Markets at the Morningstar Investment Conference
Dr. Joseph Lai discusses the case for emerging markets in this video with Morningstar.