
The China Pivot: This Time Is Different
China’s latest economic policies suggest a potential turning point for market growth and recovery.

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.

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.

Ensombl | Investment Podcast – Emerging Markets
In this Ensombl podcast, Joseph Lai explored tech opportunities in emerging markets amidst US market uncertainties.

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.

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.

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

China Autos: Finding the fast lane
Discover the rapid rise and global ambitions driving China’s auto industry, led by innovative giants like BYD and Geely.

Livewire | 3 stocks this investor is watching in an undervalued part of the market
In this episode of The Pitch, Dr Joseph Lai discusses the opportunities he sees in emerging markets and how to invest in these markets. He also shares three companies he believes reflect the opportunities in emerging markets.

Finding Alpha Podcast | Exploiting the Valuation Gap
In this episode of Finding Alpha, Jo talks about the global franchises that are attractive right now and why he thinks that China’s equity market is flashing green.