Dalton in the News
Craig Mercer Unpeeling the Onion of Return on Equity
Craig Mercer, Chief Research Officer and Head of ESG at Dalton Investments, was back on the investing podcast, Shares for Beginners where he discussed return on equity. According to Mercer, “I would sort of characterize return on equity somewhat like …
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Belita Ong on the Markets
Belita Ong, Chairman of Dalton Investments, speaks with host Paul Allen on Bloomberg Radio about the Japanese economy and the “tankan survey”. Listen to the clip here.
Dalton Investments Belita Ong on Strategy, Markets
Belita Ong, Chairman of Dalton Investments, recently spoke to Yvonne Man on “Bloomberg Markets: China Open” about today’s markets. Ong continues to see compelling opportunities in Japan, India and South Korea while Dalton is shifting away from Chinese companies and …
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Companies call for global alignment between sustainability reporting standard setters and frameworks
August 30, 2022 Dalton Investments, along with 61 global organizations, has endorsed a joint statement, developed by the World Business Council for Sustainable Development, Principles for Responsible Investment and the International Federation of Accountants (IFAC) calling for stronger alignment of …
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The Net-Zero Opportunity Emerging in Japan
Craig Mercer, Head of ESG at Dalton Investments, was recently quoted in Net Zero Investor, discussing sustainable investment in Japan as more and more Japanese companies commit to net-zero goals. According to Mercer, “Japan is an attractive market for sustainable …
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James Lim Appears on “Value Investing Talk” to Discuss the Korean Market
James Lim, Senior Research Analyst at Dalton Investments, discusses Dalton’s approach to value investing and the reason behind the under valuation of Korean stocks on “Value Investing Talk.” In particular, Lim highlights industries in Korea with a particularly large number …
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Dalton Investments’ Ong on Markets and Strategies
Belita Ong, Chairman of Dalton Investments, discusses markets and strategies on “Bloomberg Daybreak: Asia.” In particular, Ong sees a lot of opportunity in Japanese companies. Not only are Japanese companies cheap due to the weakening of the yen but more …
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Japanese Elections: A Landslide for the LDP Following Abe’s Assassination
The tragic death of former prime minister Shinzo Abe appears to have galvanized support for Japan’s ruling Liberal Democratic Party (LDP) in the elections for the country’s upper house. Read Dalton’s commentary on the election here.
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 …
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Belita Ong on Asia Markets and Investment Opportunities
Belita Ong, Chairman of Dalton Investments, discusses recent moves in global interest rates and the strengthening dollar. Ong also highlights the record number of buybacks being announced in Japan, and the attractiveness of equity valuations there. She goes on to …
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