Dalton Insights
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
You need to be logged in to view this content. Please Log In. Not a Member? Join Us
Sanae Takaichi’s Historic LDP Victory: Political Milestone and Market Response
You need to be logged in to view this content. Please Log In. Not a Member? Join Us
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 …
read more >
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 …
read more >
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 >
Korea: Scrapping Tax on Capital Gains; Is Commercial Law Revision Next?
The decision by South Korea’s left-leaning Democratic Party to scrap the capital gains tax, alongside the right-leaning Yoon administration’s introduction of the Corporate Value-Up Program, reflects a shift in the political landscape regarding the stock market. The stock market has …
read more >
Thoughts from a China Bear
Owens Huang, Portfolio Manager, discusses the four key structural challenges facing China in his piece, “Thoughts from a China Bear.” According to Huang, the sudden rebound in demand for Chinese equities does not suggest that China has already bottomed out. …
read more >