News & Insights

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 election as Japan’s first female Prime Minister marks a historic turning point, following the LDP’s new coalition with the Japan Innovation Party. Despite short-term political uncertainty, her administration signals policy continuity and a focus on economic reform. Dalton …
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Sanae Takaichi’s historic election as LDP leader sets the stage for Japan’s first female prime minister, promising political stability and policy continuity. Her conservative approach and support for Abenomics have boosted market confidence, with the Nikkei surging nearly 5%. Dalton …
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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 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 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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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 …
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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. …
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The victory of Shigeru Ishiba in the 2024 Liberal Democratic Party (LDP) presidential election has generally been viewed with caution in the investment community. Having analyzed the manner of Ishiba’s victory and the statements made in the weeks before the …
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Portfolio Manager, Owens Huang provides commentary on Moutai, a style of the Chinese alcoholic spirit baijiu, made from the cereal crop sorghum using traditional Chinese distilling techniques. The most famous brand of Moutai is Kweichow Moutai, produced by Chinese state-owned enterprise …
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Following the submission of a shareholder proposal at Ezaki Glico, Dalton Investments’ Chief Investment Officer (CIO) James B. Rosenwald III spoke with Nikkei about the firm’s objectives, including strengthening corporate governance. The proposal will be voted on at Glico’s upcoming …
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In an interview with Nikkei, Dalton Investments’ Chief Investment Officer (CIO) James B. Rosenwald III said the firm plans to submit shareholder proposals at Fuji Media Holdings’ upcoming AGM, calling for a 10% share buyback, the spin-off of the company’s …
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In its January 2026 profile, The Hedge Fund Journal featured the Lafayette Dalton Asia Pacific UCITS Fund,* highlighting its investment approach based on stock selection, active engagement, and alignment of interests. The article notes Dalton’s long-term risk-adjusted performance, high active …
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In a January 2026 interview with Diligent Market Intelligence, Masumi Nishida, Partner and Managing Director for Dalton’s Tokyo research office, Dalton Advisory KK, shares insights on the new phase of shareholder activism in Japan. The article discusses how Tokyo Stock …
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Dalton Investments was recently referenced in Bloomberg’s coverage of the emerging buyout wave among Japan’s pharmaceutical companies following Hisamitsu Pharmaceutical’s decision to go private in a management buyout. Dalton has actively encouraged portfolio companies, such as Aska Pharmaceutical, to evaluate …
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Dalton Investments is proud to announce that we have joined the International Corporate Governance Network (ICGN). We believe that ICGN’s goal of advancing high standards of corporate governance and investor stewardship globally is a good fit with the principles of …
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Carlyle Group has launched a takeover bid for Hogy Medical, a Japanese surgical kit manufacturer, offering ¥6,700 per share in a deal that values the company at about $951 million. Dalton, along with related entities,  is Hogy Medical’s largest shareholder, …
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Venkat Pasupuleti, Portfolio Manager for the India strategy at Dalton Investments, was recently quoted in Barron’s, discussing the surge of IPOs in India. Retail investors are currently pouring billions into mutual funds, driving up valuations for newly listed companies. While …
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Dalton Investments Partner Owens Huang was featured in Central News Agency (CNA) Taiwan’s coverage of Salesforce’s annual Dreamforce conference in San Francisco, where he commented on ongoing debate surrounding whether AI has entered a “bubble” phase. Mr. Huang argued that …
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Dalton CIO, James B. Rosenwald III, recently interviewed with Nikkei Business, discussing recent announcements by Aska Pharmaceutical and Bunka Shutter to potentially implement a poison pill in order to block shareholder efforts to have each company consider going private.  The …
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