China’s Manufacturing Slowest in 9 Months, New Orders Suggest Manufacturing May Have Already Peaked; Australia Biggest GDP Drop in 20 Years

From globaleconomicanalysis.blogspot.com, By Mike “Mish” Shedlock, Weak economic reports in the US, Europe, Australia, and China tell the same story: […]

By Liu-Yue Lam | 03 Jun 11 | Posted in Asia, North America, Trends, Patterns, Indicators | Comments (0)

Roubini Global Economics: Things are looking up in LatAm

By Nouriel Roubini’s team of analysts at RGE. In our 2011 Outlook, we revised up our growth forecasts for Latin […]

By Liu-Yue Lam | 11 Jan 11 | Posted in Latin America, The Big Picture | Comments (0)

Saumil Parikh discusses Pimco’s cyclical outlook

By Prieur du Plessis, Each quarter, Pimco’s investment professionals from around the world gather in Newport Beach to discuss the […]

By Liu-Yue Lam | 09 Jan 11 | Posted in Asia, North America, The Big Picture | Comments (0)

OXSTONE FOOD FOR THOUGHT – Equity Market Commentary and the Growing Demand for Alternative Investing – December 2010

By Liu-Yue (Louie) Lam, Co-Founder, CEO, Oxstone Capital Management Equity Market Commentary and the Growing Demand for Alternative Investing We […]

By Liu-Yue Lam | 13 Dec 10 | Posted in Africa / Middle East, Asia, Commodities, Eastern Europe, Food for Thought, Fortune Cookie Wisdom, Hedge Fund, Investment Wisdom, Latin America, North America, Oxstone Investment Commentary, Private Equity, Real Estate, Stocks, The Big Picture, Western Europe | Comments (0)

Watch Out for Emerging-Market Inflation

by Richard Barley, WSJ While the U.S. Federal Reserve frets about deflation, in some parts of the world inflation may […]

By Liu-Yue Lam | 30 Oct 10 | Posted in Africa / Middle East, Asia, Commodities, Eastern Europe, Food for Thought, Latin America, Real Estate, The Big Picture, Trends, Patterns, Indicators | Comments (0)

October 2010 Update for TIGER: Tracking Indexes for the Global Economic Recovery

Editor’s Note: In collaboration with the Financial Times (FT), Eswar Prasad and Karim Foda of Brookings have developed a set […]

By Liu-Yue Lam | 11 Oct 10 | Posted in Statistics | Comments (0)

Free: Country Profiles & Global Comparisons

Macro Investing has long been the dominant investing strategy in the emerging markets world.  But as the developed world face […]

By Liu-Yue Lam | 03 Oct 10 | Posted in Announcements | Comments (0)

Forget a Recession, The Empire is Crumbling

by Phoenix Capital Research I look around me and I see an Empire in Decline. The US economy is clearly […]

By Liu-Yue Lam | 24 Sep 10 | Posted in The Big Picture | Comments (0)