News

James Lim, Senior Research Analyst at Dalton Investments, recently wrote a letter to the board of directors and the management of MegaStudy Education, commending them for the recently announced 3-year shareholder capital return policy to return 60% of its net income through . . .

James Lim, Senior Research Analyst at Dalton Investments, was recently quoted in Barron’s, discussing a potential rebound in demand for Samsung memory chips. Samsung has been viewed as a laggard as artificial-intelligence fever sweeps the global semiconductor industry . . .

Shareholders in Seven & i Holdings are urging the company to spin off its 7-Eleven convenience store chain and elect new directors to the board as investor frustration with its conglomerate structure intensifies. According to James B. Rosenwald III, Chief Investment Officer at Dalton . . .

James Lim, Senior Research Analyst at Dalton Investments, was recently quoted in Barron’s, discussing the South Korea stock market.  According to Lim, many well-known Korean companies have low stock prices, but investors need to be very selective on where they . . .

Dalton’s Korean specialist James Lim was quoted in Bloomberg’s article on South Korea’s recently announced plan to boost corporate value (aiming to follow the major reforms in Japan). While investors were generally disappointed in the lack of concrete details in the plan, at Dalton Investments . . .

Dalton’s Korean specialist James Lim was interviewed as part of CNBC’s article on South Korea’s recently announced plan to boost corporate value (aiming to follow the major reforms in Japan). The article clearly covers the frustration of many investors that the reforms do not go far enough . . .

Belita Ong, Chairman at Dalton Investments, discusses monetary policy including interest rates and treasury-market liquidity. According to Ong, future Fed rate cuts are data dependent, and increased geopolitical risks have implications for inflation. Watch the interview.

The Japan market is soaring. The Nikkei 225, surged to fresh highs this past week, having rallied 28% in 2023. But can this rally continue? According to James Rosenwald, the founder of Dalton Investments and advisor to the London-listed Nippon Active Value Fund, the answer is . . .

Co-portfolio manager, Owens Huang provides commentary on the Taiwan election. According to Huang, this DPP victory signals continued support from Taiwan’s population for the policies of current president, which include fostering deeper ties with the United States, Japan, and others across the Indo-Pacific, suggesting opportunities for . . .

Corporate governance is on the rise in Japan, and Dalton Investments was recently highlighted in Bloomberg as an activist investor to pay attention to in 2024. Nippon Active Value Fund and Dalton Investments, both overseen by investor Jamie . . .