Author Archives: Michael Caroff
Belita Ong on Investing in China, Bloomberg
Belita Ong, Chairman of Dalton Investments, discusses the potential for binary outcomes in Chinese equities, as well as highlighting the opportunities in the India growth story and small-cap equities in Japan on Bloomberg Markets. Watch the clip here.
Dalton Investments’ Venkat Pasupuleti Named a Hedge Fund Rising Star
June 1, 2021 The Hedge Fund Journal has named Venkat Pasupuleti, Portfolio Manager at Dalton Investments, to their list of fifty Hedge Fund Rising Stars of 2021 as part of the publication’s Tomorrow’s Titans report. This report recognizes managers who …
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Samsung Still a Bargain in Red Hot Korea Market, Dalton Says
May 27, 2021 James Lim, Senior Research Analyst at Dalton Investments, was recently quoted in Bloomberg discussing the valuations of Korean family-owned conglomerates or chaebols, such as Samsung, Hyundai, SK Inc. and LG Corp. According to Lim when discussing these …
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This Week’s Media Coverage
May 6, 2021 In this week’s issue of a monthly magazine, there is an article about TENMA CORPORATION, in which Dalton Investments (“Dalton”) serves as a major shareholder on behalf of the accounts under Dalton’s discretionary management. The article introduces …
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So Much Room Ahead for India’s Markets
Belita Ong, Chairman at Dalton Investments, discusses her market outlook on India and Japan on Bloomberg Daybreak Asia. According to Ong, India has very strong long-term fundamentals including low per capita GDP, a young population and will benefit from the …
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Asia is Going Big on Hydrogen
April 9, 2021 James Lim, Senior Research Analyst at Dalton, was recently quoted in Barron’s regarding Hyundai Motor and SK Holding’s multi-billion dollar investment into hydrogen power. Lim discussed that SK and Hyundai, with their diverse and modestly valued legacy …
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Sarah Alfandari: Expertise In Leading Teams And Taking Business Towards Success
Dalton Investments is proud to announce that Sarah Alfandari, Chief Executive Officer and President of Dalton Investments, was recently named the Most Enterprising Women of the Year for 2023 by Fortune Business Review. With over 15-years of leadership roles in …
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Dalton Cautious On South Korean IPOs
March 25, 2021, James Lim, Senior Research Analyst at Dalton Investments, was recently featured on CNBC discussing initial public offering (IPOs) valuations in South Korea and specifically how many recently listed stocks see a significant price jump due to investor …
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Ample Opportunity for Increased M&A Activity in Japan
March 5, 2021, Belita Ong, Chairman at Dalton Investments, was recently featured on “Bloomberg Markets,” discussing her views on Japan and Asia equity markets. Ms. Ong highlighted that after six years of government-supported corporate governance reform in Japan, there has …
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South Korean Stock Market Has Been ‘Abandoned’
February 18, 2021, James Lim, Senior Research Analyst at Dalton Investments, was recently featured on Bloomberg discussing opportunities in Korean equities, noting that “Korea has been an abandoned market for a long time” and that overall valuations remain reasonable despite …
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