News & Insights

Korea’s equity market is at a potential inflection point. Following a strong KOSPI rally, President Lee is pushing major reforms to address the “Korea discount,” strengthen corporate governance, protect shareholders, and attract domestic and foreign capital. If successful, these reforms …
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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.

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.

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.

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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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Following engagement from Dalton, the company announced an increase in its shareholder return (buybacks and dividends) to 45% of net income per annum for the next three years, marking a significant increase from the 30% shareholder return outlined in its …
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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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