China Autos: Finding the fast lane
Discover the rapid rise and global ambitions driving China’s auto industry, led by innovative giants like BYD and Geely.
Livewire | 3 stocks this investor is watching in an undervalued part of the market
In this episode of The Pitch, Dr Joseph Lai discusses the opportunities he sees in emerging markets and how to invest in these markets. He also shares three companies he believes reflect the opportunities in emerging markets.
Finding Alpha Podcast | Exploiting the Valuation Gap
In this episode of Finding Alpha, Jo talks about the global franchises that are attractive right now and why he thinks that China’s equity market is flashing green.
China Property: The Adjustment is Mostly Done
A great deal of adjustment has already taken place in the Chinese property sector. So much so, that in the economically vibrant parts of China, properties are already somewhat undersupplied.
GEM is offering one of the biggest opportunities in a lifetime
Dr. Joseph Lai discussed compelling opportunities in emerging market equities at the Portfolio Construction Forum Markets Summit 2024.
How our Quality, Growth and Valuation Investment Framework underpins our process
In this short video, hear from Dr Joseph Lai about QGV. Quality, Growth, and Valuation serves as the cornerstone of Ox Capital’s investment framework underpinning our process of selecting quality companies poised for sustainable long-term growth at attractive entry points.
The Spigot is Set to Open
The Hong Kong stock market surged after the CSRC’s announcement promising support measures, contrasting with global market declines driven by US interest rate hike fears.
China Equities: The Time is Nigh
Chinese equities are trading at extremely attractive levels, and in our view, the outlook is highly prospective for long term investors.
A 21-hour day: The life of an EM fund manager
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
The MOAT: A Quantitative Tool to Track the Flow of Money
In this short video, we explain our proprietary quantitative model called the Macro Overlay Aggregate Tracker, otherwise known as ‘the MOAT’.