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.

In this Livewire article, Dr Joseph Lai weighs in on the opportunities and challenges relating to the Chinese economy.

Dr Joseph Lai takes a deep dive into the Chinese economy, from how to invest in Chinese assets to navigating the complex regulatory environment.

Dr Joseph Lai discusses his three core investing principles and shares which emerging economies are looking attractive.

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