Japan has a new partner in Asia – here’s how you could profit

Japan has launched a charm offensive to win over its Southeast Asian neighbours. That could lead to one of the greatest investment opportunities of our time, says Lars Henriksson.

Over the weekend I went to watch the new mega Hong Kong movie The Last Tycoon. The film is set in the Shanghai gangster era of the early 1900s and closely follows the rise and fall of a real-life gangster. It's a sort of Shanghai version of The Godfather. Except with a lot more hack and slash street brawls and outrageous explosions. Check it out if you get the chance you can view the trailer here.

The thing is that one thing disturbed me about this film. There seemed to be an awful amount of anti-Japanese rhetoric. And the director seemed determined to make the gangsters appear feverously nationalistic. This, as you know, is a sensitive time for relations between China and Japan.

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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.