Author Archives: Caitlin Tesoriero

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.

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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.

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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.

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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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After Japan’s comeback, South Korea is hoping for its own stock market boom

Dalton Investments’ Senior Analyst James Lim was interviewed by Al Jazeera regarding the Korea discount and the government’s efforts to address this. Although the unwinding of the deep undervaluation of Korean stocks is unlikely to be a smooth journey, Lim …
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