Dalton Investments Belita Ong on Strategy, Markets

The transcript discusses a bottom-up investment strategy focusing on companies with strong fundamentals. It highlights current market exposures in Japan, India, and South Korea, emphasizing the latter's innovation and governance improvements. The discussion also covers the chip industry, currency exposure, and the decision not to hedge against the dollar. The transcript concludes with a perspective on the Chinese market, noting a preference for entrepreneurial over state-owned enterprises.

What role does governance play in the speaker's investment decisions, particularly in Korea?

How does the speaker assess the impact of currency fluctuations on their investment strategy?

What challenges does the speaker identify regarding investment in the Chinese market?