Fundie says this Chinese video app could be the next TikTok
A rising Chinese video app is being touted as a potential competitor to TikTok, thanks to its innovative features and rapidly growing user base. The app’s success underscores the fast-paced and highly competitive nature of China’s tech industry, where new platforms frequently disrupt the market.
Don’t rubbish DeepSeek hype so quickly, say top Asia fundies
Chinese AI company DeepSeek could be a major disruptor despite uncertainties around its cost claims, as AI computing costs fall and Chinese firms optimise training due to US chip restrictions. This may shift focus from chipmakers like Nvidia to companies leveraging AI for cost savings and growth, signalling a broader industry transformation.
Could Trump 2.0 actually benefit the China-US relationship?
Joseph Lai share his insights on US-China trade dynamics, highlighting the limited impact of tariffs on US inflation, potential easing of tariff tensions, benefits to economies like Vietnam and Indonesia, and China’s efforts to stabilise its economy through targeted measures like subsidies and policy adjustments.
Emerging markets on track to shed laggard status, say professionals
An evolving macroeconomic environment, including US rate cuts, is setting the stage for strong growth from emerging economies.
A 21-hour day: The life of an EM fund manager
Investing in emerging markets can be fraught with extra risks. Money Management spoke with Ox Capital, along with other EM specialists, about how they navigate this challenge in their day-to-day fund management
Fund managers go bargain hunting in China
Speaking at the Fidante Equities Symposiums, Joseph Lai shared his views on the opportunities arising in the Chinese market.
ABC News: Chinese developers exit Australian market as property crisis worsens in China
Dr Joseph Lai weighs in on the Australian property market in this ABC news feature.
A fortunate outlook for China
Dr Joseph Lai sits down with Money Management to discuss two tailwinds which are making China a more appealing investment option for Australian investors.
VIDEO: What next for China’s economy as deflation risk grows?
In this ABC News video, Dr. Joseph Lai discusses China’s post-COVID recovery and explains that it has been gradual due to the absence of stimulus measures seen in most economies.
How this fundie is playing China’s reopening
Joseph Lai joined the Australian Financial Review for a Q&A covering how he’s playing China’s reopening, his mega-cap Asia EM stock pick, and which restaurant you’ll likely find the Ox Capital team for an afternoon wind down. (subscription required)