Cash Flow from Australia

David Roes, Chief Executive Officer, Asean Investment Management believes Vietnam stocks will offer 120% upside in the next 24 months, as inflation and bank deposit rates fall.

Hans Goetti, Chief Investment Officer, Finaport thinks loose monetary policy in Europe and the U.S. will benefit equities in Asia over 2012.

Campbell Dawson, Portfolio Manager, Elstree Investment Management believes the market is benefiting from good news coming out of the United States. His top stock picks are Gunns Hybrid and James Hardie.

China's monetary policy is shifting towards one that is designed to support growth rather than fight inflation, notes Michael Kurtz, chief Asia equity strategist at Nomura. He reveals which sectors will benefit from this shift.

Malcolm Wood, Head of Investment Strategy, Morgan Stanley Smith Barney Australia is bullish on mining services names and oil services names in the Australian market.

Craig Dunn, CEO, AMP, discusses the wealth manager's growth strategy in India and China.

Scott Darling, head of oil and gas sector research at Barclays Capital, explains why he prefers upstream oil players, and sees about 20% upside for his top pick, CNOOC.

Andrew Sullivan, principal sales trader at Piper Jaffray Asia Securities discusses his top picks in China's consumption sector.