Dalton Investments Remains 'Positive' on Japan, Lim Says

The video discusses the positive outlook on Korea's market due to strong export momentum and favorable valuations. It addresses the chip shortage's impact on major companies like Samsung and SK Hynix, noting potential risks but also signs of easing. The Japanese market is viewed optimistically, with ongoing corporate reforms and a weakening yen. In China, regulatory challenges persist, but aligning with government interests presents opportunities, particularly in technology and export sectors.

What is the main reason for the positive outlook on the Korean market?

• Low inflation rates

• Strong export momentum and favorable valuations

• High domestic consumption

• Government subsidies

What is a significant risk for Korean companies like Samsung and SK Hynix?

• Rising labor costs

• Chip shortage

• Environmental regulations

• Currency fluctuations

What factor contributes to the optimism in the Japanese market?

• High consumer spending

• Stable political environment

• Corporate reforms and weakening yen

• Increased foreign investments

Why has there been a cautious approach towards Chinese tech investments?

• High competition

• Lack of innovation

• Regulatory risks

• Economic slowdown

Which sectors are considered for alignment with the Chinese government's interests?

• Healthcare and pharmaceuticals

• Technology and export-oriented sectors

• Real estate and construction

• Retail and consumer goods