Dalton Insights
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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