Ox Capital Management

Are emerging markets providing one of the biggest opportunities of a lifetime? Emerging markets have contributed over 60% of global GDP - discover why they might be the best investment opportunity today. Read now to find out: https://lnkd.in/gd8SZraQ

The evolving macroeconomic environment is setting the stage for strong growth in emerging markets (EM). With US rate cuts on the horizon, the outlook is bright.   In this article by InvestorDaily, Joseph Lai, notes, "Central banks in Asia and emerging markets have maintained high interest rates to balance inflation and growth. Despite higher rates, these economies are growing robustly."   As valuations remain attractive, particularly in markets like Indonesia and Vietnam, we see an exceptional entry point for long-term investors. Read the full article: https://lnkd.in/gDqvjPxj

In a recent visit to Southeast Asia (ASEAN), Ox Capital explored the promising investment landscape and opportunities in the region. Despite a potential economic slowdown in developed markets, these economies are experiencing robust growth driven by strong domestic demand and strategic foreign investments. Watch the video for full insights:

Joseph Lai joins James Whelan and Bryce Anderson, CFA for Ensombl's Investment Podcast, to discuss emerging markets. With the US market experiencing AI driven record highs, fears of a pricing bubble continue to grow. Many emerging markets offer investors the chance to ride the tech wave but at much lower multiples, and this and other opportunities are put under the microscope in this engaging discussion. Listen Now: https://lnkd.in/gFKYzBAH

"The question from our perspective is whether one wants to own some of the greatest businesses the country has to offer for the next three to five years, when their valuations are depressed. Wouldn't you want to own the Spotify of China, the Amazon of China, or the Booking.com of China?" Investing in China may well be riskier than ever - but investors shouldn't discount the region altogether. Joseph Lai contributes to Financial Standard's latest feature on China. Out now in print, or you can view the e-newspaper here: https://lnkd.in/g6E9skei

In this episode of Livewire Markets 'The Pitch' Joseph Lai discusses the outlook for emerging markets, why investors are underestimating these compared to developed markets and how he is positioning for the key opportunities he sees. Watch Now: https://lnkd.in/gRNbhgTf

In this episode of Livewire Markets 'The Pitch' Joseph Lai discusses the key signals he sees in China, whether the property market is turning around, and his tips for approaching the Chinese market, noting that being selective is the key. Watch Now: https://lnkd.in/gq649Gpk

Joseph Lai joins Livewire Markets 'The Pitch" to discuss the opportunities he sees in emerging markets, emphasizing the importance of high-quality franchises with sustainable earnings growth and highlighting three promising companies he believes reflect this potential. Watch Now: https://lnkd.in/dD3w8XHh

Joseph Lai joins Sinead Rafferty, CFA for Fidante's 'Finding Alpha' podcast to discuss why China’s equity market is showing promise and shares the global franchises that he believes are particularly attractive right now. Amid concerns over China’s property market and slowing growth, many investors are hesitant to allocate to the world’s second-largest economy. This has led to a compelling valuation gap that Ox Capital believes is full of opportunities. Tune in for valuable insights on navigating the current emerging markets investment landscape. Listen Now: https://lnkd.in/gUhFmuNG

With Prime Minister Modi's re-election set to boost optimism, Indian equity markets are poised for a positive surge. Investors are optimistic about economic reforms and policy continuity, but cautious about expensive valuations. Joseph Lai shares his insights with InvestorDaily, highlighting growth opportunities in India's banking sector despite high valuations. https://lnkd.in/g6tk2tN5