Dalton Investments: Larger Asia Markets Have Done Well on Reflation Trade

The discussion covers the Goldilocks scenario of low interest rates and the lack of long-term inflation signs, despite short-term pressures. It highlights the potential impact of wage inflation in the US and the role of productivity and globalization in controlling inflation. Investment opportunities in Asia, particularly in Japan, Taiwan, and Korea, are explored, with a focus on the technology supply chain. The impact of oil prices on India's economy and undervalued opportunities in the Korean semiconductor market are also discussed.

In which countries does the speaker see good investment opportunities despite inflation concerns?

What role does the price of oil play in India's economic situation according to the speaker?