Dalton Investments Ong on Global Markets, Strategy

The video discusses the impact of US interest rates and inflation, market trends, and the monetary policies of the US and China. It explores investment strategies in Japan, focusing on stock buybacks and corporate cash reserves. The video also examines currency dynamics, particularly the strength of the US dollar, and investment opportunities in China, emphasizing companies involved in decarbonization and technology supply chains.

What are the implications of negative real interest rates in the US?

How did the pandemic influence the Federal Reserve's approach to interest rates?

What factors are contributing to the divergence in monetary policy between the US and China?

In what ways are Japanese companies changing their cash deployment strategies?

What are the expected outcomes of increased share buybacks in Japan?

What role does the US dollar play in the current global economic landscape?

How are companies in China adapting to government policies regarding decarbonization?