Ox Capital Management

About Ox Capital

Ox Capital Management Pty Ltd (OxCap) is an Australian-based boutique investment manager specialising in emerging market equities. Founded in 2021, OxCap brings together a team of experienced emerging market investors led by Dr Joseph Lai.

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Insights

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Ox on the Ground: Vietnam’s Accelerating Transformation

Vietnam is rapidly positioning itself as a leading growth market in Asia, fuelled by sweeping policy reforms, unprecedented infrastructure investment, and a young, digitally driven population. During our recent visit to Ho Chi Minh City, the optimism was palpable - policy shifts are unlocking private sector momentum, modernising industries, and fuelling a new wave of growth.

2025 EM Outlook: Reading the tea leaves

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.

China Equities: The Time is Nigh

Chinese equities are trading at extremely attractive levels, and in our view, the outlook is highly prospective for long term investors.

Team

Dr Joseph Lai

Principal, Portfolio Manager and Chief Investment Officer

Douglas Huey

Principal and Portfolio Manager

Alan Zhang

Principal and Portfolio Manager

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