Dalton Investments Chairman on Markets

The video discusses the SEC's transparency requirements for Chinese companies, investment opportunities in Japan, India's market growth amid COVID, the role of Taiwan and South Korea in global chip production, and the impact of inflation and labor market dynamics in the US.

What is the SEC's requirement for Chinese companies listed in New York?

• To delist from New York Stock Exchange

• To be treated the same as American companies

• To merge with American companies

• To disclose more information than American companies

Why is Japan considered an attractive market for investment?

• It has no financial regulations

• It has a rapidly growing population

• It is unpopular and relatively cheap compared to other developed markets

• It has the highest PE ratios among developed countries

What strategy is suggested for investing in Japanese companies?

• Invest in companies with high debt

• Focus on companies with room to grow and fair management

• Invest in companies with declining profits

• Focus on companies with no international presence

How has India managed to sustain its economy during the COVID-19 pandemic?

• By having selective lockdowns and continuing production

• By closing all international trade

• By halting all production activities

• By implementing strict nationwide lockdowns

What role do South Korea and Taiwan play in the US-China technology competition?

• They have no significant role in the technology sector

• They are primarily focused on agricultural exports

• They produce the most sophisticated chips needed by both the US and China

• They are major producers of basic electronic components

What is a major concern regarding inflation in the US?

• The increase in oil prices

• The impact of supply chain issues and labor market changes

• The decrease in consumer spending

• The rise in housing prices

What is a potential challenge for the US labor market post-COVID?

• A surplus of workers

• A lack of job opportunities

• The return of workers after unemployment benefits expire

• An increase in remote work opportunities