What does flat pack furniture have to do with 6,480% returns?

Emerging markets have delivered huge gains in the past, but getting in early is no mean feat, says Lars Henriksson. That's where the 'Ikea index' comes in.

13-11-18-Ikea-China

Ikea has proved popular in China

The New York Times columnist Thomas Friedman said "The world is flat".

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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.