Dalton Investments Chairman on Markets, Inflation

The video discusses inflation's impact on global markets, highlighting central banks' actions and challenges like supply chain bottlenecks and energy crises. It explores investment opportunities in China, focusing on government-supported sectors like technology and decarbonization. The discussion shifts to Japan, where reasonable valuations and corporate governance reforms present investment potential. Finally, it examines tech valuations in South Korea and Taiwan, noting the semiconductor focus and potential overvaluation concerns.

What are some of the factors complicating the inflation picture globally?

• Rapid technological advancements and innovation

• Supply chain bottlenecks and energy crises

• High employment rates and increased consumer spending

• Decreased government spending and low interest rates

Which sectors in China are considered beneficial due to government support?

• Real estate and construction

• Technology and decarbonization

• Agriculture and food processing

• Tourism and hospitality

What investment strategy is emphasized for finding good companies in Japan?

• Looking for well-managed companies with reasonable valuations

• Targeting companies with declining revenues

• Focusing on companies with low market share

• Investing in companies with high debt

What is a concern regarding the tech market in South Korea and Taiwan?

• Lack of innovation in the tech sector

• Potential overvaluation of tech stocks

• Excessive focus on traditional industries

• Over-reliance on foreign investments

What makes Hansol Chemical an attractive investment opportunity?

• It focuses on agricultural chemicals

• It has a monopoly in the smartphone market

• It is part of the Samsung family and trades separately

• It is a new startup with high growth potential