Malaysia: politics will light up this market

Democracy is on the march in Southeast Asia and optimism pervades the Malaysian stock market, says Lars Henriksson. Here, he explains how you could profit.

I had to do adouble take last Friday when I drove through the centre of George Town, Penang. I thought I'd stumbled into a carnival the streets were humming and the walls were thick with bright banners, flags and bunting. Then it hit me it's election season!

You can't escape politics around here at the moment. Like in the other Asean nations, democracy is getting bigger'. Politics is more inclusive and more open, and it's reforming very quickly.

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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.