Time to Rotate Into Some Laggards in China, Says Dalton Investments’s Lai

The video discusses investment strategies focusing on mid-cap and smaller companies, particularly in China. It highlights the limitations of large-cap investments due to their widespread recognition and reduced upside potential. The discussion also covers market opportunities in consumer-facing sectors like travel and hospitality. Additionally, the impact of government policies on investment decisions, especially in China, is examined, emphasizing the importance of private sector growth and access to capital.

Why might investors consider rotating into laggard stocks?

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What are the potential risks associated with investing in crowded market names?

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