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.
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.
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.