Author Archives: Michael Caroff
Dalton Sends Letter to the Board of Directors of MegaStudy
James Lim, Senior Research Analyst at Dalton Investments, recently wrote a letter to the board of directors and the management of MegaStudy Education, commending them for the recently announced 3-year shareholder capital return policy to return 60% of its net …
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Samsung Fell Behind on Chips. Now It’s Fighting Back.
James Lim, Senior Research Analyst at Dalton Investments, was recently quoted in Barron’s, discussing a potential rebound in demand for Samsung memory chips. Samsung has been viewed as a laggard as artificial-intelligence fever sweeps the global semiconductor industry. However, according …
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Dalton Supports Seven & i shake-up, including 7-Eleven spin off
Shareholders in Seven & i Holdings are urging the company to spin off its 7-Eleven convenience store chain and elect new directors to the board as investor frustration with its conglomerate structure intensifies. According to James B. Rosenwald III, Chief Investment …
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South Korea’s Stock Market Needs a Jump-Start. Dalton’s Thoughts On What It Will Take
James Lim, Senior Research Analyst at Dalton Investments, was recently quoted in Barron’s, discussing the South Korea stock market. According to Lim, many well-known Korean companies have low stock prices, but investors need to be very selective on where they …
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Time to Consider a Dedicated India Allocation?
For many years, India has been somewhat of an afterthought for many asset allocators. Unlike China, which saw its meteoric growth coupled with a rapid increase in its weight in global stock market indices (and hence the asset allocation benchmarks …
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Implications Following The End of Negative Interest Rates In Japan
On March 19, 2024 the Bank of Japan (BOJ) made three major announcements: In this Japan update from Shiro Hayashi, we discuss the implications following the end of negative interest rates in Japan. Read the piece here.
South Korea Unveils Corporate Value-Boosting Plan to Replicate Japan
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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Why South Korea’s Japan-style measures to boost its stock market may not work
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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The Case for Japanese Equities: Some Macro Thoughts
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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Dalton Investments’ Ong on Global Markets
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.