Three reasons to invest in the new cornerstone of Asian trade

Asia's retail market is transforming, and with it the continent's logistics business. Astute investors should get exposure, says Lars Henriksson.

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Astute investors should get exposure to Asia's logistics industry

Last month I found myself squeezed into a Japanese MPV the workhorse vehicle of Asian investment professionals on the way to an old industrial estate on the outskirts of the capital.

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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.