Author Archives: Caitlin Tesoriero
Dalton Investments Owens Huang Becomes a Composer, Inspired by Jensen Huang to Create “Silicon Island,” a Piece Dedicated to Taiwan
Owens Huang, Portfolio Manager and Senior Research Analysts at Dalton Investments, recently spoke with Central News Agency (CNA) reporter Zhao Jingyu, to discuss his transformation into a composer. He has created a septet titled “Silicon Island,” a piece inspired by …
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Moutai – Spirit of Times
Portfolio Manager, Owens Huang provides commentary on Moutai, a style of the Chinese alcoholic spirit baijiu, made from the cereal crop sorghum using traditional Chinese distilling techniques. The most famous brand of Moutai is Kweichow Moutai, produced by Chinese state-owned enterprise …
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Dalton Issues Letter to Portfolio Companies Urging Increased Share Buybacks in Response to Recent Stock Price Declines
LOS ANGELES, Calif. & TOKYO, Japan – Dalton Investments issued the following letter to the directors of portfolio companies urging them to implement or accelerate share buybacks programs in order to take advantage of the recent historic decline in Japanese …
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Japanese retail investors rally around activism
Masumi Nishida, a partner at Dalton Investments, had his radio show featured on Asia Nikkei. His “Investor’s Sunday” program on the popular InterFM network invites a guest every week to talk about the world of high finance, including shareholder activism …
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Rising Sun Management Recommends MBO to Fuji Media Holdings
London / Tokyo, 30th May 2024: Dalton affiliate Rising Sun Management (“RSM”) has sent a letter to the management of Fuji Media Holdings (“FMH”) recommending the immediate launch of a ‘friendly’ leveraged management buyout (MBO) for all the outstanding shares …
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India Election Update – June 2024
Contrary to the opinion polls and exit polls ahead of India’s general election, Prime Minister Narendra Modi won just 240 seats out of 543 seats, denying him a single party majority in parliament. Indian investors are clearly taking this result …
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Dalton Investments Belita Ong on the Global Markets
Belita Ong, Chairman of Dalton Investments, recently spoke with Paul Allen and Haidi Stroud-Watts on “Bloomberg Daybreak Australia,” to discuss the latest on the markets. View the clip (15:00) here.
Dalton Investments Belita Ong on Bloomberg Radio
Belita Ong, Chairman of Dalton Investments, recently spoke with Ed Baxter on “Bloomberg Daybreak Asia Radio” to discusses her overview of the Asian Markets . Listen to the clip (3:18) here.
Corporate Control
Last summer, Dalton predicted an increase in unsolicited takeover bids within the Japanese market. Eight months later, this prediction is coming true. Read more about the Japanese stock market’s potential to evolve into a true market for corporate control.
Chinese Property Stocks – Back From the Dead?
Chinese property stocks were once a material part of Dalton’s regional Asian portfolios. However, in recent years, Dalton has substantially reduced its exposure to Chinese stocks. Read more about the underlying problems in the Chinese real estate market and the …
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