Dalton in the News
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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Investors Beware: State Department Setting The Table For China Sanctions
September 23, 2019 Pedro Zevallos, Co-Portfolio Manager for Dalton Investment’s Global Emerging Markets Equities Strategy, was recently quoted in Forbes, discussing investing in China. “We look at the intrinsic risk of a company when investing in China’s A-shares. You need …
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South Korea Stocks Could Be Ready for a Rebound
James Lim, a Senior Research Analyst at Dalton Investments, was recently quoted in Barron’s, discussing the South Korean stock market. According to Lim, it is time to buy quality Korean companies at valuations that are nearly back to post-2008 levels. …
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Dalton Investments’ Jennifer Lai Named a Hedge Fund Rising Star
Santa Monica, Calif., June 26, 2019 – Institutional Investor has named Jennifer Lai, portfolio manager at Dalton Investments, one of ten Hedge Fund Rising Stars of 2019 as part of the publication’s annual Hedge Fund Industry Awards. This award recognizes …
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Governance push putting Japanese equities on radar
Shiro Hayashi, director of research and head of Dalton Investment LLC’s Tokyo research office, Dalton Advisory KK, was recently quoted in Pensions & Investments, discussing corporate governance reform in Japan. According to Mr. Hayashi, Japan’s corporate governance story is currently …
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Brazil’s Economy Contracted in First Quarter
Pedro Zevallos, emerging markets portfolio manager at Dalton Investments, was recently quoted in The Wall Street Journal, discussing Brazil’s economy. For the first time in nine quarters, Brazil’s economy shrank during Q119. Brazil’s new president recently introduced a bill that …
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Korea Anxiety: Why Stock Prices Continue to Languish
May 16, 2019 – James Lim, Senior Research Analyst at Dalton Investments, was quoted in the Financial Times, discussing the Korean equities market. “There is just a massive discount on the public equities market. We think it is between 30 …
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