11 July 2023

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.

6 June 2023

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.

25 May 2023

Ausbiz TV Interviews

Dr Joseph Lai shares his market insights in these short video interviews with Ausbiz.

17 May 2023

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.

16 May 2023

Meet the fund searching for the next Google and Amazon

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.

5 May 2023

Ox Capital’s secret to beating the market over the past 12 months: Never pay up

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

30 April 2023

Investing in China

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.

21 March 2023

The Case for Energy: An Asymmetric Return Investment

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.

23 February 2023

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)

22 February 2023

India – The country with the biggest rising middle class

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.