Author Archives: Michael Caroff

James Lim on Yoon’s Pro-Business Stance

James Lim, senior research analyst at Dalton Investments, shares his view that South Korean president-elect Yoon Suk-yeol’s pro-business stance will be welcomed by investors. Yoon has spoken about removing the capital gains tax in Korea and corporate governance improvement, both …
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Russia Update from Dalton Investments

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 Investments Issues Letter to Board of Directors of Fujitec

SANTA MONICA, Calif. & TOKYO, Japan – Dalton Investments issued the following letter to the directors of Fujitec Co. (6406.T) regarding the company’s capital allocation policy.    The Board of Directors Fujitec Co., Ltd. Big Wing, 591-1 Miyata-Cho, Hikone Shiga …
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Belita Ong on Global Markets, Bloomberg

Belita Ong, Chairman of Dalton Investments, discusses her global market outlook . In particular, Ong highlights Dalton’s cautious outlook on China, and more bullish stance on Japan. According to Ong, Japanese valuations have become increasingly attractive. View the link.

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Launch of Longchamp Dalton Global Emerging Markets UCITS Fund

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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James Lim on South Korean, Japanese and Chinese Stocks, Bloomberg

James Lim, senior research analyst at Dalton Investments, shares his views on South Korean, Japanese and Chinese stocks. Dalton is optimistic on the chip shortage in South Korea and positive on Japan as corporate reforms continue. Watch the clip here.

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Hedge Fund Dalton Says Both Sides at Fault in Shinsei-SBI Fight

Jamie Rosenwald, CIO of Dalton Investments, was recently highlighted in a Japan Times article discussing the current takeover fight between Shinsei Bank Ltd. and SBI Holdings Inc. Mr. Rosenwald was quoted stating: “Neither side has given a convincing argument for …
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Belita Ong on Asian Markets, Bloomberg

Belita Ong, Chairman of Dalton Investments, discusses her market outlook for the Japanese, Korean, and Taiwanese markets on Bloomberg Daybreak: Asia. “We believe there is a lot of upside in Japan because of reasonable valuations, good companies, and much more …
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Nikkei Asian Review Quotes James Rosenwald

James B. Rosenwald, III, Chief Investment Officer of Dalton Investments, had a Q&A session with Nikkei Shinbum, and his insights were featured in a Nikkei article on October 15, 2021 (Japan time).  In particular, Mr. Rosenwald discussed that corporate governance …
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India’s Tech IPOs Look Too Pricey. How to Play the Stock Market’s Momentum

Venkat Pasupuleti, Co-Portfolio Manager for the India Strategy at Dalton Investments, was recently quoted in Barron’s discussing India’s stock market rally and Indian tech stocks with high valuations. According to Pasupuleti, he “prefers the relative safety of large financials like …
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