Dalton Investments' Ong on Markets, Strategy

The transcript discusses investment strategies in China, Japan, Korea, and India. It highlights the challenges of investing in China due to government policies and the lack of alignment with minority shareholders. In contrast, Japan is seen as a well-regulated market with opportunities in family enterprises. Korea shows potential with improving corporate governance and changes in pension asset allocations. India is viewed as a long-term investment opportunity, but requires careful rebalancing of positions.

What are the main concerns regarding investing in China according to the speaker?

What are the risks associated with investing in companies driven by government policy in China?

How does the speaker view the investment opportunities in Japan compared to China?

What changes in corporate governance are being observed in Korea?

How does the speaker differentiate between the investment climates of Korea and the US?

What is the speaker's perspective on the long-term investment potential in India?

What strategies does the speaker suggest for investing in India?