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 is a significant risk when investing in Chinese markets, as highlighted in the video?

• Geopolitical and regulatory risks

• Lack of technological advancement

• Currency fluctuations

• High labor costs

What approach does Dalton take when investing in companies in Asia?

• Investing one company at a time based on its merits

• Avoiding investments in technology sectors

• Investing in large-cap companies only

• Investing based on short-term market trends

What is a key factor in Dalton's investment strategy in Japan?

• Relying solely on publicly available information

• Focusing on large-cap companies

• Avoiding investments in small-cap companies

• Conducting on-the-ground research

What demographic factor makes India an attractive investment opportunity?

• High population density

• Young population

• Low literacy rates

• Aging population

What shift is expected in the Indian stock market according to the video?

• From small-cap to large-cap dominance

• From large old economy companies to tech-driven companies

• From tech-driven companies to traditional industries

• From domestic to international market focus