Dr Joseph Lai explains why he’s optimistic about emerging markets despite the macro headwinds still in play.

Vietnam, Indonesia and India are grasping the opportunity to become the factories of the world, reminiscent of the Chinese development story 20 years ago. We take a look at the investment opportunities arising from this shifting supply chain dynamic.

Dr. Lai spoke to The Inside Network about the opportunity set in emerging markets.

Liquidity shocks in equity markets can present powerful buying opportunities, as demonstrated by the recent Hong Kong Stock Exchange price action.

Dr Joseph Lai explains how OxCap find mispriced opportunities in Asia and beyond in this Fund in Focus video.

Regulatory reforms, a decade of deleveraging, consumption-fuelled growth and an abundance of savings – just some of the reasons we like China.

Primed with a young labour force, enhanced trade agreements and key commodity exports, ASEAN is an exciting but largely overlooked opportunity.

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.

Our inaugural quarterly note provides context as to why we’re excited about the prospects for emerging markets.

Indonesia is primed for significant consumption and urbanisation growth over the coming decade – we examine the key drivers.