News & Insights
Dalton Insights
With the recent strong returns of the Japanese stock market, we often get the question of whether investors (and especially those that have not yet allocated to the country) should still be enthusiastic about investing in Japan. In this macro …
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Shiro Hayashi, Director of Research, and Masumi Nishida, Senior Research Analyst, recognize the Tokyo Stock Exchange (TSE) as Japan’s most powerful activist, serving as the primary catalyst for reform in recent years. These steps towards greater transparency and increased focus …
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Senior Research Analyst, explains the “Korea Discount” in his recent commentary. Despite the high quality of many Korean companies, the “Korea Discount”, which is primarily due to historical concerns around corporate governance and capital allocation, presents the beginnings of a …
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After many years of being labelled as an eternal “value trap,” the Japanese equity market has emerged as an investment hotspot in 2023. In a world of high equity market valuations and record levels of corporate leverage, investors have rightly …
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Dalton Investments launches “Investor’s Sunday” radio show in partnership with Tokyo’s InterFM. Join hosts Masumi Nishida (Senior Research Analyst, Dalton Investments), Yuko Ezure (Economic Newscaster), and special guests every Sunday morning as they dive into topics including investments in Japan, …
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Join RisCura as they unveil their third installment in the Moving the Needle series. The report explores the state of stewardship at India investment managers, shedding light on their proxy voting and engagement. Gain invaluable insights into: And much more… Register for …
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The Tokyo Stock Exchange (TSE) has recently announced plans to continue its efforts in pushing for corporate governance reform by setting hard deadlines for listed companies that it considers to be non-confirming to existing listing standards to now disclose actions …
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Japanese Prime Minister, Kishida, discussed Japanese companies’ structural improvements and future growth opportunities during his speech on September 22nd. Dalton viewed Kishida-san’s speech as highly positive for investors in Japan. While we understand the deeply skeptical attitude held by many …
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In recent days, Russia’s invasion of Ukraine has shocked the world, has led to international condemnation and has resulted in material stock market volatility. In this short update, Dalton Investments (“Dalton” or “we”) considers the direct and indirect impact of …
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Dalton is delighted to again be partnering with Longchamp Asset Management on the launch of a new UCITS fund, the fourth such collaboration between the two firms. Please see the press release for more details Dalton Investments serves as the …
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Dalton in the News
Dalton’s Korean specialist James Lim was quoted in Bloomberg’s article on South Korea’s recently announced plan to boost corporate value (aiming to follow the major reforms in Japan). While investors were generally disappointed in the lack of concrete details in …
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Dalton’s Korean specialist James Lim was interviewed as part of CNBC’s article on South Korea’s recently announced plan to boost corporate value (aiming to follow the major reforms in Japan). The article clearly covers the frustration of many investors that …
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Belita Ong, Chairman at Dalton Investments, discusses monetary policy including interest rates and treasury-market liquidity. According to Ong, future Fed rate cuts are data dependent, and increased geopolitical risks have implications for inflation. Watch the interview here.
The Japan market is soaring. The Nikkei 225, surged to fresh highs this past week, having rallied 28% in 2023. But can this rally continue? According to James Rosenwald, the founder of Dalton Investments and advisor to the London-listed Nippon …
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Co-portfolio manager, Owens Huang provides commentary on the Taiwan election. According to Huang, this DPP victory signals continued support from Taiwan’s population for the policies of current president, which include fostering deeper ties with the United States, Japan, and others across …
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Corporate governance is on the rise in Japan, and Dalton Investments was recently highlighted in Bloomberg as an activist investor to pay attention to in 2024. Nippon Active Value Fund and Dalton Investments, both overseen by investor Jamie Rosenwald, disclosed …
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James Rosenwald, Chief Investment Officer of Dalton Investments, was recently featured in Nikkei Asia. Rosenwald has advice for Japanese companies for improving capital efficiency including increasing the number of outside directors and managing balance sheets to take advantage of the …
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Belita Ong, Chairman of Dalton Investments, recently spoke with Doug Krizner on “Bloomberg Radio” to discuss the latest on the markets. Listen to the clip here.
Belita Ong, Chairman of Dalton Investments, recently spoke with Shery Ahn on “Bloomberg Daybreak Asia,” to discuss her views on Japanese stocks and the country’s central bank. View the clip here.
In a recent Barron’s article highlighting the relatively expensive valuations of stock in India, Dalton India equity Co-Portfolio Manager, Venkat Pasupuleti, commented on finding relative opportunities in the financial sector in ICICI Bank and Axis Bank: “These two are performing …
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