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 regulatory risks are associated with investing in Chinese tech?

What areas of technology does the speaker suggest could align with the interests of the Chinese Government?