Author Archives: Michael Caroff
Signs of Animal Spirits Returning to Japanese Market
Belita Ong, CEO of Dalton Investments in Santa Monica, was recently featured on Daybreak Asia. She discusses the impact of protests in Hong Kong on markets and where she sees opportunities in Asia, particularly in Korea, Japan and India. Listen …
read more >
India ‘Quite Attractive,’ S. Korea ‘Particularly Interesting’: Dalton Investments
Belita Ong, CEO of Dalton Investments in Santa Monica, was recently featured on “Bloomberg Markets: China Open,” discussing the current opportunities she sees in Asian markets, particularly in South Korea and India. Watch the video here.
Foreigners Flock to Brazil ETF as Early Signs of Comeback Arise
Pedro Zevallos, a Senior Research Analyst specializing in Latin American equities and a Co-Portfolio Manager for the Global Emerging Markets Equities Strategy, was recently quoted in Bloomberg discussing the Brazilian stock market. Less than a year after Brazil’s social security …
read more >
A $3.4 Billion Hedge Fund Is Let Down by Japan on Foreign Buying Rules
Shiro Hayashi, who heads the Japanese advisory arm of Dalton, was recently quoted in Bloomberg, discussing new regulation that would force foreign investors to announce when they plan to buy more than 1% of companies involved with Japanese national security. …
read more >
Samsung and Other Asian Companies Will Profit from Electric-Car Demand. Will Investors Get on Board?
James Lim, Senior Research Analyst at Dalton Investments, was recently quoted in Barron’s, discussing the electric-car demand in Asia. Five of the top six electric-car battery producers are South Korean or Chinese, says Lim. All of the battery makers’ stocks …
read more >
Brazil President Bolsonaro’s Biggest Economic Win, Pension Reform, Expected This Week
Pedro Zevallos, Co-Portfolio Manager for Dalton Investment’s Global Emerging Markets Equities Strategy, was recently quoted in Forbes, discussing Brazil’s pension reform bill. “There are structural impediments in Brazil even with pension reform passing, but this new government is giving us …
read more >
Investors Beware: State Department Setting The Table For China Sanctions
September 23, 2019 Pedro Zevallos, Co-Portfolio Manager for Dalton Investment’s Global Emerging Markets Equities Strategy, was recently quoted in Forbes, discussing investing in China. “We look at the intrinsic risk of a company when investing in China’s A-shares. You need …
read more >
Commentary: Finding value in South Korea despite ‘Korean discount’
Many foreign investors for years have been discouraged from investing in the South Korean stock market despite its valuation discount vs. other equity markets. Significant changes, however, are underway in the country, that might help create attractive long-term investment returns …
read more >
Why is ESG important in emerging markets?
Dalton Investments LLC (“Dalton” or “we”) utilizes a value investment approach that seeks to invest in companies with sound, sustainable businesses, operated by managements whose interests are aligned with shareholders. Client portfolios are built one security at a time; each …
read more >
South Korea Stocks Could Be Ready for a Rebound
James Lim, a Senior Research Analyst at Dalton Investments, was recently quoted in Barron’s, discussing the South Korean stock market. According to Lim, it is time to buy quality Korean companies at valuations that are nearly back to post-2008 levels. …
read more >