Dalton's Ong Warns of Rotation Away from Tech

The video discusses the tech sector's role in economic growth amidst challenges like the US election and supply chain issues. It highlights investment opportunities in Asian markets, particularly in Taiwan, South Korea, and India, due to tech advancements and supply chain relocations. The video also examines Japan's political landscape with Suga Son's potential leadership and its impact on economic strategies, including Abenomics and corporate governance reforms.

What challenges does Japan face in its response to the pandemic?

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How has corporate governance reform in Japan impacted corporate profits?

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What is the significance of independent shareholders in Japanese companies?

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