Where you can find big returns in Asia

Big funds in Asia are only interested in big stocks in big markets. That leaves plenty of scope for you to nip in and a steal a bargain, says Lars Henriksson.

Last week, I had a chance to catch up with an old friend. He is a fund manager for an international asset management firm that has billions invested in Asia.

His firm has offices across the region, supported by anumber of analysts who build detailed models for stocks under their coverage and haveeasy access to top Asian corporations. My friend told me he's upbeat about Asia but, explained off the recordwhy he thought his firm could only muster "zombie performance".

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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.