India 'Quite Attractive,' S. Korea 'Particularly Interesting': Dalton Investments

The video discusses investment strategies and market positions in Hong Kong and China, highlighting the impact of stock price weakness and opportunities in consumer sectors. It explores India's economic outlook, focusing on government reforms and potential growth. The video also examines Korea's market performance, innovation, and corporate governance reforms, suggesting potential investment opportunities.

What is the current investment strategy in Hong Kong?

• Maintaining a flat position

• Adding new positions

• Investing heavily in technology

• Focusing on European markets

Which sector in China is expected to outperform in 2019?

• Healthcare

• Real Estate

• Consumer

• Technology

What structural steps has India taken to improve its growth?

• Reduced corporate tax and privatized companies

• Implemented GST and demonetization

• Focused on agricultural subsidies

• Increased import tariffs

What has been a significant challenge for Korea's market performance?

• Corporate governance issues

• High inflation rates

• Over-reliance on exports

• Lack of innovation

What is a key factor for Korea's potential growth?

• Focus on renewable energy

• Increased foreign investment

• Expansion of the automotive industry

• Corporate governance reform