Dalton Investments' Ong on Markets and Strategies

The video discusses investment strategies in various markets, highlighting challenges and opportunities. It covers the Japanese market's response to yen weakness and activism, China's regulatory risks and economic challenges, and the Korean market's potential due to innovation and favorable valuations.

What factors have made it difficult to invest in many markets recently?

How has the weakness of the Japanese yen affected the stock markets?

What are the concerns regarding investing in China according to the text?

What opportunities are being found in the Korean market?

What characteristics make certain companies in Korea attractive for investment?