Asia Centric: An Activist Investor’s Playbook for Southeast Asia
Asia Centric
An Activist Investor’s Playbook for Southeast Asia
Corporate governance reform has acted as a major catalyst for stock markets in Japan and South Korea. Now, Southeast Asia is eager to get in on the action, with countries from Vietnam to Indonesia rolling out new measures to entice foreign capital back to the region. But is Southeast Asia – a market historically saddled with a perception of poor corporate governance – truly ready to embrace shareholder activism? Christopher Beselin, CIO and founding partner at Endurance Capital, a shareholder activist fund based in Ho Chi Minh City, joins John Lee on the Asia Centric podcast. Beselin unpacks why the region's $3 trillion market is ripe for a collaborative style of activism. He also explains why Vietnam's export-driven growth model makes it a regional standout, and how lower tax regimes give Southeast Asia a unique advantage over Japan and South Korea in realizing shareholder value.
Apr 15, 2026