Dalton Investments Chairman Belita Ong on Market Selloff, Japan

The transcript discusses the impact of Fed rate hikes and inflation on the US economy, highlighting the importance of monitoring inflation and wage pressures. It explores investment strategies in Asia, particularly Japan, due to its corporate governance reforms and market potential. The discussion also covers global macroeconomic concerns, including inflation and supply chain issues, and examines China's regulatory tightening, focusing on Evergrande's financial challenges.

What factors are influencing the Fed's decision on interest rates?

What are the expected trends in wage inflation and workforce participation?

How has corporate governance in Japan changed in recent years?

Why might Japan be considered an attractive market for investments currently?

How do current market valuations in the US and Europe compare to those in Japan?

What are the implications of inflation concerns for investors?

Discuss the potential impact of Evergrande's financial situation on the market.