A great deal of adjustment has already taken place in the Chinese property sector. So much so, that in the economically vibrant parts of China, properties are already somewhat undersupplied.

Dr. Joseph Lai discussed compelling opportunities in emerging market equities at the Portfolio Construction Forum Markets Summit 2024.

In this short video, hear from Dr Joseph Lai about QGV. Quality, Growth, and Valuation serves as the cornerstone of Ox Capital’s investment framework underpinning our process of selecting quality companies poised for sustainable long-term growth at attractive entry points.

The Hong Kong stock market surged after the CSRC’s announcement promising support measures, contrasting with global market declines driven by US interest rate hike fears.

Chinese equities are trading at extremely attractive levels, and in our view, the outlook is highly prospective for long term investors.

In this short video, we explain our proprietary quantitative model called the Macro Overlay Aggregate Tracker, otherwise known as ‘the MOAT’.

China’s dynamic economy sees its automotive sector thriving as the world’s largest manufacturer and exporter, defying negative sentiment with strong domestic and competitive overseas performance.

We expect the Chinese property market slowdown to have a limited economic impact. The moderate decline in property prices indicates a smaller-than-perceived property bubble.

At Ox Capital, our investment framework is rooted in identifying quality businesses with long-term sustainable growth thematics to drive outperformance. In this piece, we explore our proprietary quantitative model called the Macro Overlay Aggregate Tracker (MOAT.)

Why buying China equities now is like buying US equities during the GFC. Chinese equities are trading at mouth-watering attractive levels. In our view, the outlook is highly prospective for long term investors.