A 21-hour day: The life of an EM fund manager
Investing in emerging markets can be fraught with extra risks. Money Management spoke with Ox Capital, along with other EM specialists, about how they navigate this challenge in their day-to-day fund management
Fund managers go bargain hunting in China
Speaking at the Fidante Equities Symposiums, Joseph Lai shared his views on the opportunities arising in the Chinese market.
ABC News: Chinese developers exit Australian market as property crisis worsens in China
Dr Joseph Lai weighs in on the Australian property market in this ABC news feature.
A fortunate outlook for China
Dr Joseph Lai sits down with Money Management to discuss two tailwinds which are making China a more appealing investment option for Australian investors.
VIDEO: What next for China’s economy as deflation risk grows?
In this ABC News video, Dr. Joseph Lai discusses China’s post-COVID recovery and explains that it has been gradual due to the absence of stimulus measures seen in most economies.
How this fundie is playing China’s reopening
Joseph Lai joined the Australian Financial Review for a Q&A covering how he’s playing China’s reopening, his mega-cap Asia EM stock pick, and which restaurant you’ll likely find the Ox Capital team for an afternoon wind down. (subscription required)
‘Anomalous’ Short-Term Underperformance of EM Set to Reverse
The Inside Network provide a summary of Dr. Joseph Lai’s presentation at this year’s Equities and Growth Symposium.
Emerging Markets at the Morningstar Investment Conference
Dr. Joseph Lai discusses the case for emerging markets in this video with Morningstar.
Lai’s New Boutique Ready for the Year of the Ox
Investor Strategy News interviewed Dr Joseph Lai about the launch of OxCap.
Joseph Lai’s Ox Capital is Centuries in the Making
Joseph Lai appeared in the AFR’s Monday Fundie to discuss the journey to OxCap and current emerging market themes.