India 'Quite Attractive,' S. Korea 'Particularly Interesting': Dalton Investments

The video discusses investment strategies and market positions in Hong Kong and China, highlighting the impact of stock price weakness and opportunities in consumer sectors. It explores India's economic outlook, focusing on government reforms and potential growth. The video also examines Korea's market performance, innovation, and corporate governance reforms, suggesting potential investment opportunities.

What factors have influenced the investment strategy in Hong Kong and China according to the text?

How has the economic growth in China over the last 30 years impacted investment opportunities?

What are the recent changes in India's economic policies that could affect its attractiveness for investment?

Discuss the corporate governance reforms in Korea and their potential impact on the market.

What sectors are highlighted as having opportunities for investment in China?