![China](https://www.oxcapm.com/wp-content/uploads/2022/02/OxCap-China-640x360-1-640x360.jpg)
Why Emerging Markets Part 1: China
Regulatory reforms, a decade of deleveraging, consumption-fuelled growth and an abundance of savings – just some of the reasons we like China.
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Why Emerging Markets Part 2: The ASEAN Opportunity
Primed with a young labour force, enhanced trade agreements and key commodity exports, ASEAN is an exciting but largely overlooked opportunity.
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Why Emerging Markets Part 3: Valuations are Cheap
We examine why emerging markets are cheap on a comparable valuation perspective by taking a closer look at the difference in valuations between US and Chinese technology companies.
![Quarterly Dec 21](https://www.oxcapm.com/wp-content/uploads/2022/02/Quarterly-Dec-2021-640x360-1-640x360.jpg)
Quarterly Note: December 2021
Our inaugural quarterly note provides context as to why we’re excited about the prospects for emerging markets.
![Indonesia](https://www.oxcapm.com/wp-content/uploads/2022/02/Indonesia-640x360-1-640x360.jpg)
Country in Focus: Indonesia
Indonesia is primed for significant consumption and urbanisation growth over the coming decade – we examine the key drivers.
![Morningstar investment conference](https://www.oxcapm.com/wp-content/uploads/2022/02/220222_Lai_OX_Capital_MIIC_Smallthumb-640x360.jpg)
Emerging Markets at the Morningstar Investment Conference
Dr. Joseph Lai discusses the case for emerging markets in this video with Morningstar.
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Chinese Listings in the US: Risky or Prospective?
Amidst increased regulatory scrutiny in China and the possible future delisting of US-listed Chinese securities, are Chinese ADRs prospective at current prices?
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Energy and the Transition to a Net Zero 2050
Where does the transition to net zero leave the oil industry and how can we as investors objectively assess investment in the energy sector?
![Carbon and Energy](https://www.oxcapm.com/wp-content/uploads/2022/02/Carbon-and-Energy-640x360-1-640x360.jpg)
Energy Production and Carbon Emission Pricing
Energy is critical for the economic advancement of developing countries. But as the demand for energy rises, how can we achieve carbon net zero?
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China is Self-Calibrating For Future Success
We take a look at China’s broadening intervention on industries and why it’s essential to the country’s long term economic development.