The Vietnamese Economic Miracle
Vietnam is an exciting – and underappreciated – emerging markets investment opportunity, with an economic transformation reminiscent of China and driven by export growth, infrastructure and technology investment and increasing consumption.
Livewire:Three sectors to watch as China battles its “perfect storm”
In this Livewire article, Dr Joseph Lai weighs in on the opportunities and challenges relating to the Chinese economy.
Livewire Expert Insights: The Expert’s Guide to Investing in China
Dr Joseph Lai takes a deep dive into the Chinese economy, from how to invest in Chinese assets to navigating the complex regulatory environment.
Livewire Expert Insights: Is It Time to Deploy Cash Into Emerging Markets?
Dr Joseph Lai discusses his three core investing principles and shares which emerging economies are looking attractive.
Livewire Expert Insights: Are We at the Turning Point for Emerging Market Equities?
Dr Joseph Lai explains why he’s optimistic about emerging markets despite the macro headwinds still in play.
Ausbiz TV Interviews
Dr Joseph Lai shares his market insights in these short video interviews with Ausbiz.
Unpacking the Investment Opportunities in the Changing Asian Supply Chain
Vietnam, Indonesia and India are grasping the opportunity to become the factories of the world, reminiscent of the Chinese development story 20 years ago. We take a look at the investment opportunities arising from this shifting supply chain dynamic.
INBrief with Joseph Lai
Dr. Lai spoke to The Inside Network about the opportunity set in emerging markets.
‘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.
Profiting From Liquidity Shocks in Equity Markets
Liquidity shocks in equity markets can present powerful buying opportunities, as demonstrated by the recent Hong Kong Stock Exchange price action.