Dalton Investments Sees Opportunities in Japan, S. Korea, India

The video discusses investment opportunities in global markets, focusing on the US, Japan, Korea, and India. It highlights the challenges in finding attractive investments in the US, while identifying opportunities in Japan, Korea, and India due to market conditions and economic factors. The Korean market is seen as promising due to corporate governance reforms and undervalued companies. Japan offers good companies at reasonable valuations, and India presents growth opportunities in various sectors due to its young population and economic potential.

What are the reasons for the lower prices in Japan, Korea, and India markets?

• High investor confidence

• Poor investor sentiment and uncertainty

• Strong economic growth

• Government interventions

Why is South Korea considered a fascinating investment opportunity?

• The government is investing heavily in technology

• The market has been stagnant, offering potential for growth

• It has high inflation rates

• It has a rapidly growing economy

What is the 'Korea discount'?

• A government subsidy for Korean companies

• A discount offered by Korean retailers

• A tax incentive for foreign investors

• A market-wide phenomenon where Korean companies are undervalued

What strategy does the speaker suggest for investing in Japan?

• Investing in government bonds

• Focusing on short-term gains

• Buying undervalued companies with competent management

• Investing in high-risk startups

Which company is mentioned as an example of a good investment in Japan?

• Sony

• Mitsubishi

• Toyota

• A manufacturer of gas heaters and appliances

What characterizes the Indian market according to the speaker?

• High inflation rates

• Uniform growth across all sectors

• A declining economy

• A highly bifurcated market depending on market cap

Which sectors in India are identified as having growth potential?

• Tourism and hospitality

• Automotive and textiles

• Financials, cement, BPO, and pharma

• Energy and mining