29 November 2023

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.

22 November 2023

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.

13 November 2023

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.

26 September 2023

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.

19 September 2023

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.

16 September 2023

Uncovering Opportunities Amidst Volatility: Ox Capital’s Approach to Asian and Emerging Markets

Ox Capital’s Approach to Asian and Emerging Markets.

7 August 2023

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.

11 July 2023

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.

6 June 2023

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.

25 May 2023

Ausbiz TV Interviews

Dr Joseph Lai shares his market insights in these short video interviews with Ausbiz.