How Asia conquered Hollywood

Hollywood studios are increasingly tailoring their films for an Asian audience. Lars Henriksson explains why, and reveals the best stocks to profit from this trend.

In 2011, film studio MGM decided to make some last minute changes to its upcoming remake of Red Dawn. The original 1984 war film featured a group of young Americans fighting off an invasion from the Soviet Union, but for the 2012 version, feeling it was more timely, the studio recast the villains as Chinese.

However, at the last moment, they panicked and spent just under $1m reshooting scenes and digitally changing Chinese symbols and dialogue to Korean.

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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.