Dalton in the News

Dalton Joins Principles for Responsible Investment

Santa Monica, CA (December 11, 2019) – Dalton Investments LLC (“Dalton”) has adhered to and been accepted to the UN-supported Principles for Responsible Investment (the “PRI”) as of December 11, 2019. The PRI are a set of six voluntary investment …
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Dalton Sends Letter to Korea Lawmakers on Stock Value Boost

December 4, 2019 James Lim, a Senior Research Analyst at Dalton Investments, was recently quoted in Bloomberg, discussing a Dalton Investments letter to Korean government entities. In this letter, Dalton Investments asks the Korean government entities and the Korean National …
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China Likely To Become World’s Biggest Economy: Dalton Investments

Jennifer Lai, co-portfolio manager at Dalton Investments, was recently on Bloomberg, speaking about Chinese stocks and the economy. She also discussed Hong Kong’s economy, the protests, and the implications for markets. Watch the video here.

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Commentary: The Missing Link: Bridging the ESG research gap in emerging markets

We believe that rigorous, bottom-up analysis of securities based on an environmental, social and governance (“ESG”) lens offers several positives for emerging markets investors, including the potential to mitigate risk and generate superior long-term returns. However, both quantitative and fundamental …
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Signs of Animal Spirits Returning to Japanese Market

Belita Ong, CEO of Dalton Investments in Santa Monica, was recently featured on Daybreak Asia. She discusses the impact of protests in Hong Kong on markets and where she sees opportunities in Asia, particularly in Korea, Japan and India. Listen …
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India ‘Quite Attractive,’ S. Korea ‘Particularly Interesting’: Dalton Investments

Belita Ong, CEO of Dalton Investments in Santa Monica, was recently featured on “Bloomberg Markets: China Open,” discussing the current opportunities she sees in Asian markets, particularly in South Korea and India. Watch the video here.

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Foreigners Flock to Brazil ETF as Early Signs of Comeback Arise

Pedro Zevallos, a Senior Research Analyst specializing in Latin American equities and a Co-Portfolio Manager for the Global Emerging Markets Equities Strategy, was recently quoted in Bloomberg discussing the Brazilian stock market. Less than a year after Brazil’s social security …
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A $3.4 Billion Hedge Fund Is Let Down by Japan on Foreign Buying Rules

Shiro Hayashi, who heads the Japanese advisory arm of Dalton, was recently quoted in Bloomberg, discussing new regulation that would force foreign investors to announce when they plan to buy more than 1% of companies involved with Japanese national security. …
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Samsung and Other Asian Companies Will Profit from Electric-Car Demand. Will Investors Get on Board?

James Lim, Senior Research Analyst at Dalton Investments, was recently quoted in Barron’s, discussing the electric-car demand in Asia. Five of the top six electric-car battery producers are South Korean or Chinese, says Lim. All of the battery makers’ stocks …
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Brazil President Bolsonaro’s Biggest Economic Win, Pension Reform, Expected This Week

Pedro Zevallos, Co-Portfolio Manager for Dalton Investment’s Global Emerging Markets Equities Strategy, was recently quoted in Forbes, discussing Brazil’s pension reform bill. “There are structural impediments in Brazil even with pension reform passing, but this new government is giving us …
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