Insights

The shift to “agentic” AI, meaning AI that can act — not just respond – means we have reached a major inflection point. Rather than simply answering questions, an agentic AI system can independently plan and carry out complex, multi-step tasks in the real world…

Korea’s equity market is at a potential inflection point. Following a strong KOSPI rally, President Lee is pushing major reforms to address the “Korea discount,” strengthen corporate governance, protect shareholders, and attract domestic and foreign capital. If successful, these reforms could unlock…

The conflict involving Iran has pushed oil prices higher, causing sharp volatility in South Korea’s KOSPI Index due to its dependence on energy imports. Despite this, strong AI and defense fundamentals point to longer-term opportunities. Read more here.

Rising oil prices have weighed on Japan’s equity market, highlighting its energy dependence. However, strong oil reserves, a push to restart nuclear power, and resilient, high-quality companies with pricing power provide important buffers. Read more here.

After a historic lower house victory for Japan’s LDP, led by Prime Minister Sanae Takaichi, the Nikkei has climbed to new highs. Read our latest update on the market implications and outlook here.

Sanae Takaichi’s election as Japan’s first female Prime Minister marks a historic turning point, following the LDP’s new coalition with the Japan Innovation Party. Despite short-term political uncertainty, her administration signals policy continuity and a focus on economic reform . . .

Sanae Takaichi’s historic election as LDP leader sets the stage for Japan’s first female prime minister, promising political stability and policy continuity. Her conservative approach and support for Abenomics have boosted market confidence, with the Nikkei surging nearly 5%. Dalton expects . . .

Shiro Hayashi, Director of Research and Head of Dalton’s Tokyo research office, discusses the recent House of Councillors (Upper House) election in Japan, where the Liberal Democratic Party (LDP) and its coalition partner Komeito suffered a second consecutive defeat. Read about the key risks to monitor and the rationale behind why Dalton . . .

Dalton launched its first dedicated Indian fund (the Dalton India Fund) in July 2014, following the arrival of Portfolio Manager Venkat Pasupuleti at the firm. With the fund now more than ten years old, the team put together a two-part analysis on how the investment case for India has evolved over . . .

Dalton launched its first dedicated Indian fund (the Dalton India Fund) in July 2014, following the arrival of Portfolio Manager Venkat Pasupuleti at the firm. With the fund now more than ten years old, the team put together a two-part analysis on how the investment case for India has evolved over . . .