Rules Change

An Interview with Soo Chuen Tan

U.S.-based investors often mistake the unique properties of the political jurisdiction they inhabit for universal principles. It can lead to bad results when trying to operate in Asia. Soo Chuen Tan is president of the deep value investment firm Discerene Group, which has $480 million under management. He argues that understanding the complex web of economic and social relations around Asian businesses is key to unlocking value there.

Octavian Report: What do you mean by the phrase “Asian capitalism” and what should it mean for investors?

Soo Chuen Tan: Most people think about Asian companies and about Asian stocks from a U.S.-centric perspective. For fundamental investors the perception is always …

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