Dalton Investments on Global Markets

The video discusses the economic outlook and Fed policy, highlighting the importance of the next CPI print. It explores investment strategies amid market volatility, emphasizing value investing. The discussion compares investment prospects in India and China, noting India's favorable demographics and market maturation. Challenges in Chinese investments are addressed, focusing on management-shareholder alignment issues and market opportunities during downturns.

What opportunities does the speaker see in the Indian stock market?

What challenges does the speaker identify regarding investing in China?