Dalton’s James Lim Still Sees Select Investment Opportunities in Korea after “Liberation Day” Tariffs Announced

James Lim, a Portfolio Manager at Dalton Investments, was recently quoted in Barron’s, discussing opportunities in the Korean stock market.  Like many export-oriented countries, the Korean stock market experienced a drawdown following the April 2nd announcement that the U.S. will place a levy of 25% on all imports from Korea.  Mr. Lim believes that despite these new tariffs, there remains attractive investment opportunities in Samsung and select Korean defense stocks.

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