Dalton Investments Chairman on Markets, Inflation

The video discusses inflation's impact on global markets, highlighting central banks' actions and challenges like supply chain bottlenecks and energy crises. It explores investment opportunities in China, focusing on government-supported sectors like technology and decarbonization. The discussion shifts to Japan, where reasonable valuations and corporate governance reforms present investment potential. Finally, it examines tech valuations in South Korea and Taiwan, noting the semiconductor focus and potential overvaluation concerns.

What concerns are raised about the semiconductor market in South Korea and Taiwan?

What is the significance of the company Hand Soul Chemical in the context of the tech industry?