Joseph Lai addresses the current state of Hong Kong and Chinese equities amidst global uncertainties. Joseph suggests a shift from a unipolar to a multipolar world, impacting market performance.

Joseph Lai says China has taken a ‘steady as she goes’ approach with its latest stimulus announcement aimed at boosting consumer spending and investment in innovation. He says at this stage it appears that China and the United States are still willing to sit down at the negotiating table to de-escalate the trade war.

Joseph Lai highlights China’s targeted tariffs on US farm goods, aiming to sway political outcomes in agricultural regions. He notes ongoing talks between the US and China, mentioning Trump’s history of collaboration.

A rising Chinese video app is being touted as a potential competitor to TikTok, thanks to its innovative features and rapidly growing user base. The app’s success underscores the fast-paced and highly competitive nature of China’s tech industry, where new platforms frequently disrupt the market.

Chinese AI company DeepSeek could be a major disruptor despite uncertainties around its cost claims, as AI computing costs fall and Chinese firms optimise training due to US chip restrictions. This may shift focus from chipmakers like Nvidia to companies leveraging AI for cost savings and growth, signalling a broader industry transformation.

Joseph Lai share his insights on US-China trade dynamics, highlighting the limited impact of tariffs on US inflation, potential easing of tariff tensions, benefits to economies like Vietnam and Indonesia, and China’s efforts to stabilise its economy through targeted measures like subsidies and policy adjustments.

An evolving macroeconomic environment, including US rate cuts, is setting the stage for strong growth from emerging economies.

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

Speaking at the Fidante Equities Symposiums, Joseph Lai shared his views on the opportunities arising in the Chinese market.

Dr Joseph Lai weighs in on the Australian property market in this ABC news feature.