Interviewed on Bloomberg podcast - our activist playbook in Southeast Asia
Published 16 days ago • 1 min read
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Hey Reader,
We were on Bloomberg's Asia Centric podcast last week for a holistic conversation with John Lee on shareholder activism in Southeast Asia (SEA).
We covered a range of shareholder activism-related topics:
- What collaborative activism looks like in growth markets where the toolkit is different from the one in the US or Europe
- Where the most undervalued opportunities are in the region's ~3 tnUSD listed market (in fact, larger than Korea or Taiwan individually)
- Now is a unique period across the SEA region: 5 out of the 6 key Southeast Asian economies are simultaneously running broad and impactful government-backed programs of corporate governance and stock market reforms (similar to Japan’s/Korea’s “Value up”).
Listen here
Hope you enjoy it,
Chris
Christopher B. Beselin
Investing, compounding & exiting
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