{"id":5040,"date":"2023-12-19T09:33:51","date_gmt":"2023-12-19T17:33:51","guid":{"rendered":"https:\/\/dev.darsky.com\/dalton\/?p=5040"},"modified":"2023-12-19T09:33:53","modified_gmt":"2023-12-19T17:33:53","slug":"korea-the-next-great-asian-value-opportunity","status":"publish","type":"post","link":"https:\/\/dev.darsky.com\/dalton\/korea-the-next-great-asian-value-opportunity\/","title":{"rendered":"Korea \u2013 The Next Great Asian Value Opportunity"},"content":{"rendered":"\n<p>After many years of being labelled as an eternal \u201cvalue trap,\u201d the Japanese equity market has emerged as an investment hotspot in 2023. In a world of high equity market valuations and record levels of corporate leverage, investors have rightly begun to focus on Japan\u2019s cheap assets, hordes of cash and accelerating corporate governance reform. While Dalton continues to believe that Japan represents a standout opportunity globally, we recommend that investors also consider the opportunity in Korea, a country that shares many of the same characteristics: a historically unloved market, full of highly discounted and high-quality assets, and a market where corporate governance reform is paving the way for engaged managers like Dalton to unlock value. In this update, we lay out our investment case for a dedicated Korean allocation. <\/p>\n\n\n\n<p>Read the article <a href=\"https:\/\/dev.darsky.com\/dalton\/wp-content\/uploads\/2023\/12\/Korea-The-next-great-Asian-value-opportunity.pdf\">here<\/a>.                                                     <\/p>\n","protected":false},"excerpt":{"rendered":"<p>After many years of being labelled as an eternal \u201cvalue trap,\u201d the Japanese equity market has emerged as an investment hotspot in 2023. In a world of high equity market valuations and record levels of corporate leverage, investors have rightly \u2026<br \/><a class=\"read-more\" href=\"https:\/\/dev.darsky.com\/dalton\/korea-the-next-great-asian-value-opportunity\/\">read more &gt;<\/a><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_links_to":"","_links_to_target":""},"categories":[15],"tags":[],"class_list":["post-5040","post","type-post","status-publish","format-standard","hentry","category-dalton-insights","wpautop"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.2 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Korea \u2013 The Next Great Asian Value Opportunity - Dalton Investments<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/dev.darsky.com\/dalton\/korea-the-next-great-asian-value-opportunity\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Korea \u2013 The Next Great Asian Value Opportunity - Dalton Investments\" \/>\n<meta property=\"og:description\" content=\"After many years of being labelled as an eternal \u201cvalue trap,\u201d the Japanese equity market has emerged as an investment hotspot in 2023. In a world of high equity market valuations and record levels of corporate leverage, investors have rightly \u2026read more &gt;\" \/>\n<meta property=\"og:url\" content=\"https:\/\/dev.darsky.com\/dalton\/korea-the-next-great-asian-value-opportunity\/\" \/>\n<meta property=\"og:site_name\" content=\"Dalton Investments\" \/>\n<meta property=\"article:published_time\" content=\"2023-12-19T17:33:51+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2023-12-19T17:33:53+00:00\" \/>\n<meta name=\"author\" content=\"Michael Caroff\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Michael Caroff\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/dev.darsky.com\/dalton\/korea-the-next-great-asian-value-opportunity\/\",\"url\":\"https:\/\/dev.darsky.com\/dalton\/korea-the-next-great-asian-value-opportunity\/\",\"name\":\"Korea \u2013 The Next Great Asian Value Opportunity - Dalton Investments\",\"isPartOf\":{\"@id\":\"https:\/\/dev.darsky.com\/dalton\/#website\"},\"datePublished\":\"2023-12-19T17:33:51+00:00\",\"dateModified\":\"2023-12-19T17:33:53+00:00\",\"author\":{\"@id\":\"https:\/\/dev.darsky.com\/dalton\/#\/schema\/person\/7cd5842f2361b709d526b3ca097af100\"},\"breadcrumb\":{\"@id\":\"https:\/\/dev.darsky.com\/dalton\/korea-the-next-great-asian-value-opportunity\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/dev.darsky.com\/dalton\/korea-the-next-great-asian-value-opportunity\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/dev.darsky.com\/dalton\/korea-the-next-great-asian-value-opportunity\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/dev.darsky.com\/dalton\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Korea \u2013 The Next Great Asian Value Opportunity\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/dev.darsky.com\/dalton\/#website\",\"url\":\"https:\/\/dev.darsky.com\/dalton\/\",\"name\":\"Dalton Investments\",\"description\":\"\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/dev.darsky.com\/dalton\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Person\",\"@id\":\"https:\/\/dev.darsky.com\/dalton\/#\/schema\/person\/7cd5842f2361b709d526b3ca097af100\",\"name\":\"Michael Caroff\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/dev.darsky.com\/dalton\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/d091b13cfcd164d9ad3bbc7c6bf347b6345eaf12567daee32fa9f19cca173b86?s=96&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/d091b13cfcd164d9ad3bbc7c6bf347b6345eaf12567daee32fa9f19cca173b86?s=96&r=g\",\"caption\":\"Michael Caroff\"},\"sameAs\":[\"http:\/\/caroff.com\"],\"url\":\"https:\/\/dev.darsky.com\/dalton\/author\/caroff\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Korea \u2013 The Next Great Asian Value Opportunity - Dalton Investments","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/dev.darsky.com\/dalton\/korea-the-next-great-asian-value-opportunity\/","og_locale":"en_US","og_type":"article","og_title":"Korea \u2013 The Next Great Asian Value Opportunity - Dalton Investments","og_description":"After many years of being labelled as an eternal \u201cvalue trap,\u201d the Japanese equity market has emerged as an investment hotspot in 2023. 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