China is Self-Calibrating For Future Success
We take a look at China’s broadening intervention on industries and why it’s essential to the country’s long term economic development.
The Case for Emerging Markets: Part 2
Do emerging market economies have an image problem? We discuss why the reality is rosier than perception.
Livewire Expert Insights: Joseph Lai’s first portfolio additions
Dr Joseph Lai discusses his investment theses for two emerging market stocks with huge potential with Livewire.
Livewire: Fund Manager Q&A with Joseph Lai
Our Founder and CIO Dr Joseph Lai explores five themes driving emerging markets in this Q&A with Livewire Markets.
A reductive macro-economic framework can manage biases
Dr. Joseph Lai presented at the Portfolio Construction Forum Finology Summit 2021.
The Case for Emerging Markets: Part 1
We examine the drivers of persistent growth in emerging markets and why now is the time to capture this opportunity.
Lai’s New Boutique Ready for the Year of the Ox
Investor Strategy News interviewed Dr Joseph Lai about the launch of OxCap.
Joseph Lai’s Ox Capital is Centuries in the Making
Joseph Lai appeared in the AFR’s Monday Fundie to discuss the journey to OxCap and current emerging market themes.
Fidante Launches New Boutique Ox Capital Management
Press Release from Fidante Partners announcing the launch of Ox Capital Management.