Meet the fund searching for the next Google and Amazon
Dr Joseph Lai shares how the Ox Capital process enables the fund to outperform the benchmark and provides his insights into the regions and themes currently drawing his attention.
Ox Capital’s secret to beating the market over the past 12 months: Never pay up
Joseph Lai share insights on how Ox Capital Management has achieved success in beating the market over the past 12 months.
Investing in China
As the Chinese economy advances, quality growth is becoming the new standard for success. We see potential in the Chinese market due to its emphasis on domestic consumption and future technological giants.
The Case for Energy: An Asymmetric Return Investment
The modern global economy heavily relies on energy, and with the growth of developing economies, especially in Asia, the demand for energy is set to increase.
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)
India – The country with the biggest rising middle class
Given its rapid economic growth, young and vast population base, India has the biggest growing group of middle-class consumers in the world in the coming decade.
The industrial powerhouses of Indonesia and Vietnam
Indonesia and Vietnam are Southeast Asian economies undergoing dramatic economic development. These economies are booming when most economies are seeing a recession in 2023.
Growth Opportunities Aplenty in a Sluggish World
Ox Capital presents a new thought leadership series. In this introductory edition we cover 2022 performance, and an overview of the series.
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.