Dalton in the News

Belita Ong, Chairman of Dalton Investments, discusses her global market outlook . In particular, Ong highlights Dalton’s cautious outlook on China, and more bullish stance on Japan. According to Ong, Japanese valuations have become increasingly attractive. View the link.

James Lim, senior research analyst at Dalton Investments, shares his views on South Korean, Japanese and Chinese stocks. Dalton is optimistic on the chip shortage in South Korea and positive on Japan as corporate reforms continue. Watch the clip here.

Jamie Rosenwald, CIO of Dalton Investments, was recently highlighted in a Japan Times article discussing the current takeover fight between Shinsei Bank Ltd. and SBI Holdings Inc. Mr. Rosenwald was quoted stating: “Neither side has given a convincing argument for …
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Belita Ong, Chairman of Dalton Investments, discusses her market outlook for the Japanese, Korean, and Taiwanese markets on Bloomberg Daybreak: Asia. “We believe there is a lot of upside in Japan because of reasonable valuations, good companies, and much more …
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James B. Rosenwald, III, Chief Investment Officer of Dalton Investments, had a Q&A session with Nikkei Shinbum, and his insights were featured in a Nikkei article on October 15, 2021 (Japan time).  In particular, Mr. Rosenwald discussed that corporate governance …
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Venkat Pasupuleti, Co-Portfolio Manager for the India Strategy at Dalton Investments, was recently quoted in Barron’s discussing India’s stock market rally and Indian tech stocks with high valuations. According to Pasupuleti, he “prefers the relative safety of large financials like …
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Dalton Investments proudly signed the investor letter to the Presidential Committee on Carbon Neutrality in South Korea, continuing our efforts to support companies with a clear energy transition pathway. For more details, please refer to Dalton’s sustainability investment policy.

James Lim, Senior Research Analyst at Dalton Investments, discusses his outlook for Korean markets, in particular tech valuations, on “Bloomberg Daybreak: Asia.” Watch the clip here

Belita Ong, Chairman of Dalton Investments, discusses the recent global selloff in “risky” assets. Ong also explains why Japan is her contrarian call now. Dalton currently manages $3.4 billion in AUM of which approximately two-thirds is invested in Japan. Watch …
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Jamie Rosenwald, CIO and Founder of Dalton Investments, discusses the positive impact of a female candidate for Japan’s Liberal Democratic Party. Rosenwald goes on to share his outlook for the Japanese stock market and the potential impact from corporate governance …
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