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Personally, I'd recommend not deviating from the Derp Elf formula too much: Use whatever melee infantry is most cost effective to hold the line and use Darkshards (and later shades/preferred cavalry/monsters) to dish out the damage.
As for expansion strategies:
You have a coast line in the east of Cathay that's fairly easy to wrest from the Vampirates, though you may want to leave Nakai alone early on. The interior of Cathay is highly accessible due to the navigable river that lets you use Black Ark support for the majority of the eastern, southern, and central regions of Cathay.
You also, if you so choose, have sea lanes on the east edge of the map that give you access to Lustria, the Southern Chaos Wastes, and (if you have time) Ulthuan and the Southlands. If you'd rather fight Lizards and/or Chaos than Cathay, those are options once your starting province is secure.
I haven't tried Lokhir yet, in III,
In II, I often only ran corsairs on Lokhir, and use the handbows to encircle and/or kite. Found it micro heavy but generally devastating. A couple of bolt throwers and a decent, high mobility shadow wizard was a must.
Other lords I ran a spear (cheap) tar pit and shades for the flank n' gank.
Campaign wise, Lokhir got some sick buffs to sacking, so the sooner I could get in mobile and plundering the coast, the better. Upset factions however you wish once you get your Ark upgraded, you can take the show on the road and keep going. Cherry pick the high value provinces you want/need and don't conquer sub optimal locations. His start in II was probably better for this than the current setup, but I'm just guessing as haven't tried yet.
Mobility felt important, put down too many roots and it's more to defend/headache as I pretty much raided every faction I could reach within a turn of movement from the coast, roughly your Ark's barrage/replenish range.
I will not attempt to hold or defend territory, I will just try to sack/raze my way through Cathay
So, he starts in the far east portion of the map, fighting against Vampire Coast stacks that are rather weak. He buffs corsairs, and you can get darkshards right away, so his opening roster pretty much will annihilate whatever you choose to fight.
Moreover, his economy is incredibly powerful.
His victory conditions prioritize not exactly going far inland... and don't take Karond Kar, it's on the opposite side of the entire world (though sea lanes can get you back and forth fast) and at the mercy of Elith Anar or whatever who will be hostile and immediately DoW if you take it.
So just follow the riverine system, keep your unique Black Ark with Fellheart, and win.
It's seriously the easiest campaign right now IMO.
Then there's no point in playing Lokhir unless it's just for the start position.