Dalton Investments' Ong on Markets and Strategy

The video discusses investment strategies focusing on strong companies with good balance sheets and cash flows. It highlights opportunities in Japan due to the yen's decline and increased dividends. The video also addresses market uncertainties, including rising rates, inflation, and supply chain disruptions. Challenges in investing in China are analyzed, focusing on political interests and economic headwinds.

What factors do investors consider when looking for good companies to invest in?

How has the decline of the yen affected Japanese companies according to the text?

What are the potential impacts of rising rates and inflation on global supply chains as mentioned in the text?

What challenges do Japanese companies face in the pandemic regarding supply chains?

Why has the speaker been underweight in China for a long time?