Dalton Insights
The Long-Term China Opportunity for Dalton
China is a fertile market for finding the types of entrepreneurial companies that Dalton seeks to partner with. Using the internet sector as an example, China went from having two global leading companies (of the top twenty global internet companies …
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Dalton Strengthens Investment Process with New ESG Specialist
January 28, 2019 Santa Monica, CA (Jan. 28, 2019) – Dalton Investments LLC (“Dalton”) announced today that Craig Mercer, through his company Dalriata Pty. Ltd, has entered into a consulting relationship with Dalton and will act as an environmental, social, …
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FinTech – Growing Pains of Peer-to-Peer and Marketplace Lending
Crisis can create opportunity. The Financial Crisis of 2008 was such an occasion, upending the established financial system, while creating new industries now taking root in the broader economy. Among the most successful . . .
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Asian Entrepreneurs Ready to Do Business with Entrepreneurial Investors
Anyone who worked in Asia before the 1990’s will remember that the Asian Economic Miracle was just that—a miracle. . .
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Vintage MBS Floaters Offer Hidden Risk and Opportunity in Volatile Rate Environment
As volatility persists in the interest rate environment, structured mortgage-backed securities (“MBS”) backed by adjustable-rate mortgages look attractive . . .
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Graham and Dodd Head Downtown
Although value investing is undergoing one of its periodic lapses in favor, Rosenwald knew it could beat the market over the long haul. He had only to point to nine of Graham’s successful . . .
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Addition by Subtraction in Tokyo
Japan has about 3,500 publicly listed companies, but David Baran thinks there really should be fewer than 2,500. A third of Japan’s public companies, he says, would be better off privately owned and run . . .
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A Fork in the Road for Emerging Markets
Emerging markets bonds and equities have taken divergent paths in 2011 despite having similarly strong long-term outlooks. Emerging markets bonds have taken on some of the safe-haven status of their developed-markets . . .
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Congress Bickers, Bond Markets Brace for Panic
Hold on for just a New York minute now and consider the powerfully serious message the bond market sent last week about the political dithering in Washington and in Europe’s . . .
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The Distressed-Debt Detectives
Finding opportunity in debt is easy, say the guys at Dalton Investments. All you have to do is travel the globe. Steven Persky and James Rosenwald clearly didn’t spend much time coming . . .
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