Buy what the Asians like to buy

Emerging Asia's economic growth is being increasingly financed not by Western banks, but buy local players. Lars Henriksson explains how you can get in on the action.

"Yaa kit maak", was the warning I used to receive from colleagues when I worked as an investment professional in Thailand. It simply means don't think too much,' which was their polite way of saying that Westerners tend to over complicate things.

It annoyed me at first, but I learned to value their approach, linked to the Buddhist belief that there is a virtue in trying to think as little as possible as everything is transient.

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Lars is an emerging-markets expert, with many years of 'on the ground' experience hunting down profit opportunities in Asia. Lars spent ten years living in Malaysia and Thailand, seeking out strategic opportunities, before moving to London to manage the Oracle Asia Absolute Fund. In short, Lars has real knowledge of where the opportunities in Asia are.