22 November 2023

China undertaking “QE”, US rates peaking

The Chinese government’s rapid policy easing, including a reported RMB1 trillion pledged supplemental lending, signifies a renewed commitment to quantitative easing (QE) and bolsters confidence in economic recovery, presenting attractive opportunities for investors with OxCap well-positioned to benefit.

13 November 2023

China Property: Has the “Grey Rhino” been tamed?

China’s government actively deflated the property market bubble aiming to stabilise the economy. Recent data indicates signs of market stabilization.

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.