Dalton in the News
James Lim on South Korea’s Government Crackdown on Tech
James Lim, Senior Research Analyst at Dalton Investments, discusses South Korea’s crackdown on tech, how it compares to a similar move by China and what it means for the sector. Watch the clip here.
Jamie Rosenwald Appears on “Asia Society – Startup Nation Japan 2021 Discussing Activism in Japan”
September 2, 2021 — In the second session of Asia Society Japan’s new series Startup Nation Japan, James Rosenwald from Dalton Investments and Oki Matsumoto from the Japan Catalyst Fund discuss the role of activist investors. Jesper Koll, chair of …
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Belita Ong on Asia Markets Outlook, Bloomberg Daybreak Asia
Belita Ong, Chairman of Dalton Investments, discusses opportunities in Japan, South Korea, India, and China: “China is growing, but stay out of the crosshairs of the regulators” says Ong. Listen to the clip here.
Larger Asia Markets Have Done Well on Reflation Trade, Says Belita Ong on Bloomberg
Belita Ong, Chairman of Dalton Investments, says larger Asia markets have done well on the reflation trade and near-term inflation trends are not a concern. Watch the clip here.
Dalton Nominated for HFM European Performance Awards
May 26, 2021 HFM released the nominees for the HFM European Performance Awards, which included two Dalton sub-advised UCITS Funds. The Longchamp Dalton India UCITS Fund was nominated in the newcomer-equity category while the Lafayette Dalton Asia Pacific UCITS Fund …
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Belita Ong on Investing in China, Bloomberg
Belita Ong, Chairman of Dalton Investments, discusses the potential for binary outcomes in Chinese equities, as well as highlighting the opportunities in the India growth story and small-cap equities in Japan on Bloomberg Markets. Watch the clip here.
Dalton Investments’ Venkat Pasupuleti Named a Hedge Fund Rising Star
June 1, 2021 The Hedge Fund Journal has named Venkat Pasupuleti, Portfolio Manager at Dalton Investments, to their list of fifty Hedge Fund Rising Stars of 2021 as part of the publication’s Tomorrow’s Titans report. This report recognizes managers who …
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Samsung Still a Bargain in Red Hot Korea Market, Dalton Says
May 27, 2021 James Lim, Senior Research Analyst at Dalton Investments, was recently quoted in Bloomberg discussing the valuations of Korean family-owned conglomerates or chaebols, such as Samsung, Hyundai, SK Inc. and LG Corp. According to Lim when discussing these …
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So Much Room Ahead for India’s Markets
Belita Ong, Chairman at Dalton Investments, discusses her market outlook on India and Japan on Bloomberg Daybreak Asia. According to Ong, India has very strong long-term fundamentals including low per capita GDP, a young population and will benefit from the …
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Asia is Going Big on Hydrogen
April 9, 2021 James Lim, Senior Research Analyst at Dalton, was recently quoted in Barron’s regarding Hyundai Motor and SK Holding’s multi-billion dollar investment into hydrogen power. Lim discussed that SK and Hyundai, with their diverse and modestly valued legacy …
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