What challenges do Taiwan and South Korea face in the current market?
Dalton Investments Chairman on Markets
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The video discusses the SEC's transparency requirements for Chinese companies, investment opportunities in Japan, India's market growth amid COVID, the role of Taiwan and South Korea in global chip production, and the impact of inflation and labor market dynamics in the US.
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OPEN ENDED QUESTION
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2.
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3 mins • 1 pt
What are the implications of high valuations in markets like India and Taiwan?
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What concerns are raised regarding the US labor market and inflation?
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