Dalton Investments' Ong on Markets and Strategies

The video discusses investment strategies in various markets, highlighting challenges and opportunities. It covers the Japanese market's response to yen weakness and activism, China's regulatory risks and economic challenges, and the Korean market's potential due to innovation and favorable valuations.

What is one of the main reasons the current market is challenging for investors?

• High valuations

• Lack of innovation

• Political instability

• Low interest rates

How has the weakness of the Japanese yen affected the stock market?

• It has led to increased regulation

• It has made the market cheaper

• It has had no impact

• It has made the market more expensive

What is a significant concern when considering investments in China?

• Strong currency

• Binary risks in regulation

• Low inflation

• High levels of innovation

What makes the Korean market particularly attractive for investors?

• High price-to-earnings ratio

• Lack of innovation

• Political stability

• Reasonably priced, well-run companies

Which index has rated Korea highly in terms of innovation?

• FTSE 100

• Dow Jones

• Nikkei 225

• Bloomberg Innovation Index