Author Archives: Michael Caroff

Dalton Investments Belita Ong on Bloomberg Radio

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.

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Dalton Investments Belita Ong on the Global Markets

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.

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Korea – The Next Great Asian Value Opportunity

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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As India’s Economy Booms, Bargains Get Harder to Find.

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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Dalton Issues Letter to Management and Directors of its Portfolio Companies in December 2023

SANTA MONICA, CALIFORNIA AND TOKYO, JAPAN – Dalton Investments (“Dalton”) issued the following letter publicly to the management and directors of its portfolio companies to engage them in the following two corporate governance expectations: (1) make a clear commitment to …
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Update on the Tokyo Stock Exchange’s Reform Efforts

The Tokyo Stock Exchange (TSE) continues to push forward on its ongoing reform efforts to hold Japanese management teams accountable for their stock price valuations.   The attached white paper addresses the most recent reform agenda items from the TSE, most …
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Dalton Investment Team Launches New Weekly Radio Show Focused on Corporate Engagement in Japan

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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Dalton Investments Issues Follow-Up Letter to Management and Directors of its Portfolio Companies Reiterating Core Corporate Governance Initiatives

SANTA MONICA, CALIFORNIA AND TOKYO, JAPAN – Dalton Investments issued the following letter publicly to the management and directors of its portfolio companies to continue to engage them in the following three corporate governance expectations: (1) effective capital allocation, (2) …
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Dalton Investments Issues Follow-Up Letter to Management and Directors of its Portfolio Companies Reiterating Core Corporate Governance Initiatives

SANTA MONICA, CALIFORNIA AND TOKYO, JAPAN – Dalton Investments issued the following letter publicly to the management and directors of its portfolio companies to continue to engage them in the following three corporate governance expectations: (1) effective capital allocation, (2) …
read more >

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Dalton Investments Belita Ong on the Global Markets

Belita Ong, Chairman of Dalton Investments, recently spoke with Haidi Stroud-Watts and David Ingles on “Bloomberg Daybreak Asia,” about today’s global markets and shared her insights on investment opportunities. View the clip here.

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