Mar 19 2025 38 mins 37
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?
Dr Joseph Lai of Asian specialist fund manager Ox Capital joins the podcast to discuss:
- Why the question of whether Chinese businesses can innovate has been settled
- Whether the recent run in share prices has seen all the easy gains made
- Where the opportunities lie outside megacap tech in China, and
- What he learned working for investing legend Kerr Neilson.
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