Dalton Investments Ong on Global Markets, Strategy

The video discusses the impact of US interest rates and inflation, market trends, and the monetary policies of the US and China. It explores investment strategies in Japan, focusing on stock buybacks and corporate cash reserves. The video also examines currency dynamics, particularly the strength of the US dollar, and investment opportunities in China, emphasizing companies involved in decarbonization and technology supply chains.

What is the primary reason the Federal Reserve is raising interest rates?

• To decrease employment

• To lower the value of the dollar

• To combat high inflation

• To boost the stock market

How are the US and China positioned differently in their monetary cycles?

• Both are increasing interest rates

• Both are decreasing interest rates

• US is decreasing rates, China is increasing rates

• US is increasing rates, China is decreasing rates

What trend has been observed in Japan regarding stock buybacks?

• They have been banned

• They have increased by 75%

• They have decreased by 75%

• They have remained the same

What is a key factor in Japan's market that investors are excited about?

• Rising property prices

• Decreasing employment rates

• Corporate cash reserves and stock buybacks

• High inflation rates

Why is the US dollar considered strong during uncertain times?

• It is not affected by global markets

• It is backed by gold

• It is a primary reserve currency

• It has low inflation

What is a potential alternative to the US dollar as a reserve currency?

• The British Pound

• The Japanese Yen

• A non-government backed currency

• The Canadian Dollar

Which sector in China is highlighted as having investment potential?

• Automobile manufacturing

• Decarbonization and technology supply chain

• Textile industry

• Real estate