Dodging Soccer Balls and Sharks in Recife, Brazil

By Mark Mobius, From http://mobius.blog.franklintempleton.com/2013/04/03/dodging-soccer-balls-and-sharks-in-recife-brazil/ Recife, in Brazil’s northeast Pernambuco state, is known to many as the “Venice of Brazil” […]

By Liu-Yue Lam | 22 Apr 13 | Posted in Commodities, Finding Oxstones, Latin America, Private Equity, Real Estate | Comments (0)

Chinese now the world’s biggest spending tourists

MADRID/FRANKFURT – Chinese tourists have overtaken Germans as the world’s biggest-spending travelers after a decade of robust growth in the […]

By Aidualc | 06 Apr 13 | Posted in Asia, Finding Oxstones, The Big Picture, Trends, Patterns, Indicators | Comments (0)

BRICS and China’s Aspiration for the New “International Order”

By Yun Sun, Brookings Institute, The destinations of new Chinese leader’s first foreign tour are always carefully chosen and reflect […]

By Liu-Yue Lam | 03 Apr 13 | Posted in Africa / Middle East, Asia, Eastern Europe, Food for Thought, Latin America, The Big Picture | Comments (0)

Brazil’s Richest Family Forging $13 Billion Niobium Dream

By Cristiane Lucchesi and Alex Cuadros, Bloomberg, In 1965, U.S. Navy Admiral Arthur W. Radford persuaded Walther Moreira Salles, a […]

By Liu-Yue Lam | 17 Mar 13 | Posted in Asia, Commodities, Finding Oxstones, Fortune Cookie Wisdom, Latin America, Private Equity | Comments (0)

Nurturing Undiscovered Companies

By Mark Mobius, From Templeton Blog Emerging economies can tend to have higher growth rates and can be more dynamic […]

By Liu-Yue Lam | 07 Mar 13 | Posted in Asia, Finding Oxstones, Latin America, Private Equity | Comments (0)

James Rickards: Global Monetary System Headed for Collapse

The world currency system is riding down the road to catastrophe, says James Rickards, senior managing director of Tangent Capital […]

By Aidualc | 25 Feb 13 | Posted in Africa / Middle East, Asia, Eastern Europe, Food for Thought, Latin America, North America, The Big Picture, Western Europe | Comments (0)

Investors’ most favored market in February is…

Asset allocators are overweight equities and underweight bonds and cash, with high overweight positions in emerging markets, a survey shows. […]

By M Guliyev | 18 Feb 13 | Posted in Africa / Middle East, Asia, Eastern Europe, Finding Oxstones, Investment Wisdom, Latin America, Regions, Stocks, Tools and Resources, 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)

2013 Prognosis

The following are my thoughts about things that might happen in 2013. This (Link) takes you to a discussion of […]

By Aidualc | 21 Jan 13 | Posted in Asia, Food for Thought, North America, The Big Picture, Western Europe | Comments (0)

In Brazil’s Favelas, a Middle Class Arises

By David Biller and Katerina Peteroff,  Businessweek The night before appliance retailer Casas Bahia opened in Rio de Janeiro’s largest […]

By nirtalnirtal | 26 Dec 12 | Posted in Finding Oxstones, Food for Thought, Latin America, Regions, The Big Picture, Trends, Patterns, Indicators | Comments (0)