While US equities stumble under the threat of tariffs and a record budget deficit, and the ASX pulls away from its highs, the Hang Seng has quietly staged returns of more than 25% year to date. So is the era of Chinese weakness over?

Emerging markets are poised for a resurgence in 2025, driven by robust fundamentals, attractive valuations, and opportunities in key regions like China, Indonesia, and Vietnam, making this an opportune time for investors.

In this ensombl podcast episode, host James Whelan is joined by Joseph Lai, Chief Investment Officer at Ox Capital, and Bryce Anderson, Portfolio Manager at Morningstar, to discuss emerging markets.

Dr Joseph Lai, from Ox Capital talks about the global franchises that are attractive right now and why he thinks that China’s equity market is flashing green.

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

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.

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.