Are emerging markets coming out of their adolescence? After years in the shadows of developed markets, emerging markets are beginning to outperform. Dr Joseph Lai believes the shift isn’t just a phase. 

China’s economy is undergoing a major shift from construction-led growth to one powered by innovation, advanced manufacturing, and private sector dynamism. Companies like BYD and Xiaomi are not only thriving in China’s competitive market but also reshaping global industries through innovation and scale.

Joseph Lai shares insights on the impact of tariffs on Asian economies. He suggests that the tariff chaos, reminiscent of post-Liberation Day calm, leads countries to negotiate moderate tariffs to rebalance trade and maintain supply chain efficiency.

In a recent trip to Southeast Asia (ASEAN) Ox Capital explored the investment landscape, finding robust growth driven by strong demand.