[This episode is adapted from my recent YouTube upload]: Dr Joseph Lai is the Founder & Chief Investment Officer of Ox Capital, an Australian-based boutique investment manager specialising in emerging market stocks & equities. We interview him about the investment opportunities in Asia for making money (with a focus on China & Indonesia) and his thoughts on the recent recession & inflation news (timestamps & topics below).   

Born in Hong Kong, Dr Joseph Lai came to Australia at a young age. After becoming a medical doctor, he realised that a career in investing was much more exciting and made the career change to finance.   

Prior to founding Ox Capital in 2021, Dr Lai was the Portfolio Manager for Platinum's Asia Funds (one of the biggest Asia-focused funds in Australia with $~8bn AUM across multiple products) and has a successful track record of investing in Asia. 

You can find out more about Dr Joseph Lai and Ox Capital here: https://www.oxcapm.com/ 

Topics & timestamps: 

• 0:00 - Introduction 
• 2:23 - Current state of China (slowing growth?) 
• 5:35 - The nuances of investing in China & crackdowns 
• 7:40 - The Indonesia opportunity 
• 8:35 - Stock Highlight Indonesia - Mitra Adiperkasa (IDX: MAPI) 10:15 - 
• Stock Highlight China - AK Medical (HKG: 1789) 
• 12:43 - Are Semiconductor Stocks overhyped? 
• 14:02 - On Energy stocks (ESG, Natural Gas, Carbon Neutral) 
• 15:30 - Inflation, Interest Rates & Recession  
• 16:52 - Dr Lai's Career (from Doctor to Finance) 
• 20:13 - Is a career in investing for you? Advice for young people