Dalton Investments Chairman Ong on Investing in China

The video discusses the geopolitical risks in Chinese markets, highlighting the binary nature of investing in China, exemplified by Tencent Music's regulatory challenges. It then explores the opaque regulatory environment and investment strategies in Asia, emphasizing a company-by-company approach. The focus shifts to Japan, where small to mid-cap companies offer significant opportunities, supported by on-the-ground research. Finally, the video examines India's promising economic growth, driven by favorable demographics and infrastructure improvements, presenting long-term investment opportunities in emerging sectors.

What are the key risks associated with investing in Chinese markets?

How does the regulatory environment impact investment decisions in China?

What factors contribute to the investment philosophy in Japan?

What are the demographic advantages of investing in India?

How is the Indian stock market expected to evolve over time?