Invest… Not Invade

By Addison Wiggin, From Daily Reckoning, “Looking back through history,” says Neil George, “China is one of the countries that’s […]

By Liu-Yue Lam | 04 Feb 13 | Posted in Asia, Food for Thought, Stocks, The Big Picture | Comments (0)

Best Stock Pickers Trawl Frontier Markets as U.S. Funds Lose

By Michael Patterson, Bloomberg, Stock pickers focused on the least- developed markets are trouncing their benchmark index and producing annual […]

By Liu-Yue Lam | 03 Feb 13 | Posted in Africa / Middle East, Asia, Eastern Europe, Finding Oxstones, Investment Wisdom, Latin America, Stocks | Comments (0)

Alibaba plans logistics network

by The RightSite,  http://rightsite.asia/en/article/alibaba-plans-logistics-network-0 E-commerce giant aims to fill demand for deliveries as online shopping grows in popularity Alibaba Group […]

By Liu-Yue Lam | 31 Jan 13 | Posted in Asia, Finding Oxstones, Private Equity, Real Estate, Stocks, Trends, Patterns, Indicators | Comments (0)

TO: President Obama

FROM: Martin S. Indyk and Robert Kagan, Brookings Institute, http://www.brookings.edu/research/papers/2013/01/a-plastic-moment-to-mold-a-liberal-global-order As you enter your second term, the state of the […]

By Liu-Yue Lam | 29 Jan 13 | Posted in Africa / Middle East, Asia, Eastern Europe, Food for Thought, North America, The Big Picture, Western Europe | Comments (0)

Yuan Sets Tone for Asia as Japan Dethroned by China: Currencies

By Lilian Karunungan and Yumi Teso, Bloomberg, Asian central banks are tolerating gains in their currencies against the yen as […]

By Liu-Yue Lam | 31 Dec 12 | Posted in Asia, Finding Oxstones, The Big Picture, Trends, Patterns, Indicators | Comments (0)

Cocoa to Rice Woos Kuwait to Asia’s $2 Trillion: Islamic Finance

By Dahlia Kholaif, Bloomberg, Kuwait China Investment Co. (KCIC), part owned by the Persian Gulf nation’s sovereign-wealth fund, wants to […]

By Liu-Yue Lam | 21 Dec 12 | Posted in Africa / Middle East, Asia, Commodities, Finding Oxstones, Private Equity, Trends, Patterns, Indicators | Comments (0)

‘Super cycle’ for forest products expected to send lumber prices up in 2013

By Gordon Hamilton, Vancouver Sun,   VANCOUVER — Lumber prices are expected to soar next year before hitting all-time highs […]

By Liu-Yue Lam | 20 Dec 12 | Posted in Asia, Commodities, Finding Oxstones, North America, Real Estate, Trends, Patterns, Indicators | Comments (0)

Emerging markets outlook 2013: more bulls than bears

(By EM) The bullish outlook for emerging markets for 2013 is supported by a “return from the abyss” for the […]

By M Guliyev | 17 Dec 12 | Posted in Africa / Middle East, Asia, Eastern Europe, Finding Oxstones, Food for Thought, Latin America, Stocks, The Big Picture, Trends, Patterns, Indicators | Comments (0)

China’s Next Steps: Six Smart Moves

By Sharon Kahn, Chazen Global Insights, In the annual N.T. Wang Distinguished Speakers lecture, cosponsored by Columbia University’s Weatherhead East […]

By Liu-Yue Lam | 10 Dec 12 | Posted in Asia, Food for Thought, The Big Picture | Comments (0)

Is Spain the Next Target for Chinese Real Estate Investors?

By Michael Cole, Mingtiandi Real Estate site, After having successfully driving up real estate values in Hong Kong and Singapore, […]

By Liu-Yue Lam | 28 Nov 12 | Posted in Asia, Food for Thought, Real Estate, Trends, Patterns, Indicators, Western Europe | Comments (0)