Why Bother Investing in China?
Ox Capital follows an investment philosophy of acquiring future champion businesses at discounted valuations. Despite facing economic challenges, the Chinese economy is expected to overcome negative factors, such as reduced reliance on the property sector, geopolitical pressure, and ongoing economic reforms. Right now, we see an opportunity to invest and take advantage of these very attractive valuations.
Brazil’s Bountiful Harvest: A Wealth of Promising Opportunities in 2024
The recent reduction in Brazil’s notably high 14% interest rate presents compelling investment opportunities, fuelled by the potential for economic growth through the recovery of essential commodities.
China undertaking “QE”, US rates peaking
The Chinese government’s rapid policy easing, including a reported RMB1 trillion pledged supplemental lending, signifies a renewed commitment to quantitative easing (QE) and bolsters confidence in economic recovery, presenting attractive opportunities for investors with OxCap well-positioned to benefit.
China Property: Has the “Grey Rhino” been tamed?
China’s government actively deflated the property market bubble aiming to stabilise the economy. Recent data indicates signs of market stabilization.
Fund managers go bargain hunting in China
Speaking at the Fidante Equities Symposiums, Joseph Lai shared his views on the opportunities arising in the Chinese market.
ABC News: Chinese developers exit Australian market as property crisis worsens in China
Dr Joseph Lai weighs in on the Australian property market in this ABC news feature.
Uncovering Opportunities Amidst Volatility: Ox Capital’s Approach to Asian and Emerging Markets
Ox Capital’s Approach to Asian and Emerging Markets.
A fortunate outlook for China
Dr Joseph Lai sits down with Money Management to discuss two tailwinds which are making China a more appealing investment option for Australian investors.
VIDEO: What next for China’s economy as deflation risk grows?
In this ABC News video, Dr. Joseph Lai discusses China’s post-COVID recovery and explains that it has been gradual due to the absence of stimulus measures seen in most economies.
The Top Down Risk Management Framework
Discover Ox Capital’s top-down risk management framework. Learn how our quantitative model, MOAT analyses millions of data points to help us identify potential mispricing’s and navigate market trends.