Dalton Insights
Asian Owner-Operators and the AI Inflection Point
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 …
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Big Changes Coming to Korea
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 …
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The Impact of High Oil Prices On the Korean Market
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.
Impact of High Oil Prices on Japanese Equities
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.
Japan’s Post-Election Update: Nikkei Soars After LDP Wins Historic Lower House Election
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 Next Chapter as Japan’s First Female Prime Minister
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Sanae Takaichi’s Historic LDP Victory: Political Milestone and Market Response
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Japan’s Upper House Election Update
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 …
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Dalton India: The First Decade and The Next Decade (Part II)
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 …
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Dalton India: The First Decade and The Next Decade (Part I)
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 …
read more >