Dalton Investments' Ong on Global Markets

The video explores investment opportunities in Japan and India, highlighting Japan's strong auto exports and corporate governance reforms, and India's growth potential. It discusses the impact of the yen on Japan's market and analyzes South Korea's tech market, focusing on Samsung. The video concludes with challenges in investing in China due to government policies and risks.

What are the attractive opportunities mentioned in Japan?

How has the Japanese government helped with inflation?

What factors contribute to the attractiveness of Japanese stocks?

How does the pricing power of Japanese companies affect their competitiveness?

What is the current state of the South Korean market according to the text?

What is the outlook for Samsung Electronics based on the current chip cycle?

What challenges do investors face when considering investments in China?