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.

Dr Joseph Lai shares how the Ox Capital process enables the fund to outperform the benchmark and provides his insights into the regions and themes currently drawing his attention.

Joseph Lai share insights on how Ox Capital Management has achieved success in beating the market over the past 12 months.

As the Chinese economy advances, quality growth is becoming the new standard for success. We see potential in the Chinese market due to its emphasis on domestic consumption and future technological giants.

The modern global economy heavily relies on energy, and with the growth of developing economies, especially in Asia, the demand for energy is set to increase.

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)

Given its rapid economic growth, young and vast population base, India has the biggest growing group of middle-class consumers in the world in the coming decade.

Indonesia and Vietnam are Southeast Asian economies undergoing dramatic economic development. These economies are booming when most economies are seeing a recession in 2023.

Ox Capital presents a new thought leadership series. In this introductory edition we cover 2022 performance, and an overview of the series.

Vietnam is an exciting – and underappreciated – emerging markets investment opportunity, with an economic transformation reminiscent of China and driven by export growth, infrastructure and technology investment and increasing consumption.