Finding Alpha Podcast | Exploiting the Valuation Gap

17 June 2024

Fears over China’s property market and slowing growth has led many to avoid allocating to the world’s second largest economy.  This has created a compelling valuation gap that Ox Capital’s Dr Joseph Lai thinks is ripe with opportunities. 

In this episode, Jo talks about the global franchises that are attractive right now and why he thinks that China’s equity market is flashing green.

Share this: