Dalton Investments Chairman Belita Ong on Market Selloff, Japan

The transcript discusses the impact of Fed rate hikes and inflation on the US economy, highlighting the importance of monitoring inflation and wage pressures. It explores investment strategies in Asia, particularly Japan, due to its corporate governance reforms and market potential. The discussion also covers global macroeconomic concerns, including inflation and supply chain issues, and examines China's regulatory tightening, focusing on Evergrande's financial challenges.

What is the Federal Reserve's expected next move according to the transcript?

• Decrease interest rates

• Introduce new stimulus

• Tapering

• Increase interest rates

Why is Japan considered an attractive market for investments?

• It has undergone corporate governance reforms

• It has high PE valuations

• It has a history of ignoring shareholder value

• It is solely focused on technology

What makes Japan's market valuation appealing?

• It is equal to US valuations

• It is higher than European valuations

• It is higher than US valuations

• It is lower than US and European valuations

What is the significance of the LDP election in Japan?

• It will lead to a decrease in foreign investments

• It is expected to continue positive policies for the stock market

• It will have no impact on the stock market

• It will drastically change Japan's economic policies

What are the macroeconomic concerns mentioned in the transcript?

• Only the Evergrande crisis

• Inflation, supply chain issues, and Evergrande crisis

• Only supply chain issues

• Only the pandemic

How does inflation affect investor choices according to the transcript?

• It limits options to only stocks

• It provides more choices between fixed income and stocks

• It eliminates the need for fixed income

• It makes stocks the only viable option

What is the Chinese government's approach to the Evergrande crisis?

• Immediate bailout

• Complete market deregulation

• Managed deleveraging

• Ignoring the crisis