Dalton in the News
India’s Stock Market Brushes Off Rocky Vaccine Rollout. Here’s Where Managers Are Looking.
January 22, 2021, Venkat Pasupuleti, Co-Portfolio Manager for India at Dalton Investments, was recently quoted in Barron’s, discussing how Covid has impacted India’s stock market. “The stock market is skewed toward companies that benefit from the crisis,” Pasupuleti says. Dalton …
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Belita Ong Shares Her Outlook For 2021 on Bloomberg Radio
Belita Ong, Chairman at Dalton Investments, discusses economic outlook for 2021 along with market opportunities found in Asia with Rishaad Salamat and Doug Krizner on Bloomberg Daybreak Asia. Listen to the clip here.
Hedge Fund Journal Recognizes Sarah Alfandari Among Fifty Leading Women in Hedge Funds
Dalton Investments is proud to announce that Sarah Alfandari, Chief Executive Officer, has been featured in The Hedge Fund Journal’s “50 Leading Women in Hedge Funds 2020,” which recognizes inspiring women who are making a mark within the hedge fund …
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Sustainable Investment Philosophy
November 4, 2020 Dalton Investments LLC (“Dalton”) previously made the decision to formalize and publish its Sustainable Investment policy on March 18, 2018, amended as of November 14, 2019, to incorporate the UN Principles for Responsible Investment, on January 1, …
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Dalton Renews Commitment to Japan Stewardship Code
September 2020 Dalton Investments LLC (together with its affiliated entities, “Dalton”) supports the Japan Stewardship Code and its aim to promote the sustainable growth of investee companies through investment and dialogue with company management. Adoption of the Code is consistent …
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US Investor Interviews Japan’s Next Government Will Have Stock or High Price
September 8, 2020 Jamie Rosenwald, Senior Asia Portfolio Manager at Dalton Investments LLC, recently appeared on TV Tokyo. The interview discusses Mr. Rosenwald’s point of view on Japanese stocks, in light of Prime Minister Abe’s announcement of resignation last month. …
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Why Buffett’s bet on Japan could turn on higher inflation, weakening dollar
September 1, 2020 Jamie Rosenwald, Senior Asia Portfolio Manager at Dalton, was recently quoted in Reuters regarding Warren Buffets $6.2 billion investment into Japan’s five largest trading houses. Rosenwald notes that Buffet got a bargain “at laughably low valuations on …
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As US-China tensions heat up, Taiwan’s firms pivot to India
July 29, 2020 Venkat Pasupuleti, senior research analyst, was recently quoted in the “South China Morning Post,” discussing the attractiveness of foreign investment in India. Watch the video here.
Korean Health Stocks’ Rising Valuations Worrying
July 9, 2020 James Lim, senior research analyst, was recently featured on “Bloomberg TV: Markets Asia,” discussing the Korean stock market and corporate governance. Watch the video here.
What The Kennedy Act Is And How It Might Stop ‘The China Hustle’
June 30, 2020 Craig Mercer, Chief Research Officer, was recently quoted in Forbes discussing decoupling from China. Mercer notes that, “We are at the beginning of a long-term decoupling from China,” and “over the past few decades, it has been …
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