Belita Ong on Dalton’s Approach to Investing in an Inflationary Environment

Belita Ong, Chairman of Dalton Investments, discusses her long-term view of rising materials costs, stagflation, and worldwide budget deficits leading to slower growth. Ong says, the recent downturn provides an opportunity to invest in companies with growth potential, run by proven owner-operators, and at a margin of safety.

Listen to the clip here.