Asia’s retail market is transforming, and with it the continent’s logistics business. Astute investors should get exposure, says Lars Henriksson.
Articles written by Lars Henriksson
China’s stockmarkets have been under severe pressure recently. But Lars Henriksson thinks he’s found an interesting way to play them.
It won’t be long before the cinema market in China is worth more than in the USA, says Lars Henriksson. Here, he looks at the companies set to profit from the growth of Asia’s appetite for Hollywood blockbusters.
MSCI has declined to include Chinese A-shares in its flagship emerging-market index. But when it does – and it will – investors stand to win big, says Lars Henriksson.
China’s increased military spending will help to boost its economy. Lars Henriksson explains why, and tips one defence stock to benefit.
Emerging markets are in desperate need of new high-speed internet connections. And this Indonesian broadband provider could be well-placed to profit, says Lars Henriksson.
Healthcare is an exciting growth sector across Asia, says Lars Henriksson. And the future lies in the companies that are most able to adapt to specific needs.
Online start-up Rocket Internet is cashing in on Southeast Asia’s increasingly affluent middle classes. Investors should take note, says Lars Henriksson.
With the Dawei Deep Port project back on track, Japan and China are pouring money into Myanmar’s Mekong region. Lars Henriksson looks at the best ways to profit.
It’s been a bad time to invest in Singapore over the last few years. And it’s going to get worse as its neighbours lure investors and companies away. Lars Henriksson explains why.