By Russell Flannery, Forbes Staff China once again this year can boast one of the world’s best-performing economies, yet a weak stock market has made it difficult for investors to make money. To learn about where investors should look for relatively good returns, I recently talked to seasoned Asia hand Danny L. Lee, a managing director at Bain Capital Asia. The Guangzhou native moved to the U.S. as a teenager and graduated from Columbia before later finding his way back to Asia in 1997. After working at Lehman Brothers and AB, he has settled down since 2006 at Bain, where he’s helped to make some of the company’s $1 billion of investments in Asia. Greater China-related companies in its portfolio include Hong Kong-listed GA Pac, a rival of Tetra Pak, media firm Sinomedia, and Gome Electrical Appliances, one of China’s biggest electrical appliance retailers. Excerpts from the conversation follow.