26 November 2024

The Indian Slowdown

While the long-term fundamentals remain attractive, the high valuation of the Indian market and a rather notable slowdown in economic activities will impact stock market performance.

13 November 2024

The China Pivot: Progress so far

China’s policy shift aims to tackle deflation by revitalising the property sector and supporting the stock market with targeted liquidity. Key measures include the government buying old properties and providing financing for developers, all designed to restore confidence and spur economic recovery.

22 October 2024

Indonesia: An Economic Powerhouse

Indonesia’s economy is undergoing an economic transformation, driven by its young population and abundant resources, yet foreign investors continue to overlook its promising equity market.

1 October 2024

The China Pivot: This Time Is Different

China’s latest economic policies suggest a potential turning point for market growth and recovery.

15 September 2024

Emerging Markets are offering one of the biggest opportunities in a lifetime

Emerging markets have contributed over 60% of global GDP – discover what factors are driving the current investment potential in emerging markets.

20 August 2024

A Bustling Southeast Asia: Ox on the Ground

We visited the Southeast Asian region to witness firsthand how surging consumer markets and strategic investments are driving economic transformation and new investment opportunities.

12 August 2024

Ensombl | Investment Podcast – Emerging Markets

In this Ensombl podcast, Joseph Lai explored tech opportunities in emerging markets amidst US market uncertainties.

26 July 2024

Livewire | How Ox Capital is investing for a market reversal

In this episode of The Pitch, Joseph Lai discusses the outlook for emerging markets, why investors are underestimating these compared to developed markets and how he is positioning for the key opportunities he sees.

22 July 2024

Livewire | Are China’s best days behind us?

In this episode of The Pitch, Lai discusses the key signals he sees in China, whether the property market is turning around, and his tips for approaching the Chinese market, noting that being selective is the key.

18 July 2024

How attractive are Chinese equities now?

Uncover why Chinese equities are becoming increasingly attractive, with current valuations offering compelling opportunities for long-term investors.