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.

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.

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.

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

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

An evolving macroeconomic environment, including US rate cuts, is setting the stage for strong growth from emerging economies.

In a recent trip to Southeast Asia (ASEAN) Ox Capital explored the investment landscape, finding robust growth driven by strong demand.

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

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

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.