China undertaking “QE”, US rates peaking
The Chinese government’s rapid policy easing, including a reported RMB1 trillion pledged supplemental lending, signifies a renewed commitment to quantitative easing (QE) and bolsters confidence in economic recovery, presenting attractive opportunities for investors with OxCap well-positioned to benefit.
China Property: Has the “Grey Rhino” been tamed?
China’s government actively deflated the property market bubble aiming to stabilise the economy. Recent data indicates signs of market stabilization.
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.
Uncovering Opportunities Amidst Volatility: Ox Capital’s Approach to Asian and Emerging Markets
Ox Capital’s Approach to Asian and Emerging Markets.
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.
The Top Down Risk Management Framework
Discover Ox Capital’s top-down risk management framework. Learn how our quantitative model, MOAT analyses millions of data points to help us identify potential mispricing’s and navigate market trends.
Ausbiz TV Interviews
Dr Joseph Lai shares his market insights in these short video interviews with Ausbiz.
The Case for LATAM
Financial market returns across Latin America (LATAM) have been largely lacklustre for the last decade. However, the world is changing. Covid-19, the war in Ukraine and increasing de-globalisation are inflationary forces in the world. This situation presents an opportunity for LATAM, and the future performance of their markets.