Emerging markets: the risks are increasing

By Prieur du Plessis, Emerging-market equity prices as measured by the MSCI Emerging Markets Free Index are primarily driven by […]

By Liu-Yue Lam | 04 Dec 10 | Posted in Africa / Middle East, Asia, Commodities, Latin America, Trends, Patterns, Indicators | Comments (0)

The Best Emerging Markets You’ve Never Considered

By Chris Hunter, International Living, The big news this week is the bailout of Ireland by the European Union and […]

By Liu-Yue Lam | 03 Dec 10 | Posted in Asia, Commodities, Finding Oxstones, Stocks | Comments (0)

5 ETFs to Hedge ‘Agflation’

By Tom Lydon, ETF Trends, Inflation might not be a near-term prospect right now, but agflation certainly might be. Here’s […]

By Liu-Yue Lam | 27 Nov 10 | Posted in Finding Oxstones | Comments (0)

Jim Rogers: Whether Or Not There’s A War In Korea, You Should Buy Commodities

By Gus Lubin, Business Insider, Asia-based investor Jim Rogers says the Korean conflict could be a reason to sell. The […]

By Liu-Yue Lam | | Posted in Investment Wisdom | Comments (0)

Waste as a Valuable Commodity

Waste as a Valuable Commodity In over 30 years of business development in emerging market countries we witnessed waste of […]

By Willis Black | 26 Nov 10 | Posted in Finding Oxstones, Trends, Patterns, Indicators | Comments (0)

Why Have Global Correlations Increased?

By Jeremy Glaser, Morningstar, One reason why investors clamor for international stock exposure has traditionally been the belief that foreign […]

By Liu-Yue Lam | | Posted in Investment Wisdom | Comments (0)

Selling To Many Cultures–Within The U.S.

Selling To Many Cultures–Within The U.S. Frank V. Cespedes and Michael Wong 11.24.10, 1:10 PM ET  International markets have become […]

By Oracle | 25 Nov 10 | Posted in The Big Picture | Comments (0)

This Will Make the Price of Ecuador’s Coast Go Up…

By Ronan McMahon, International Living, Last week, Ecuador’s president was in town. He wasn’t alone. Bahia has never seen so […]

By Liu-Yue Lam | 18 Nov 10 | Posted in Finding Oxstones | Comments (0)

A Solid Play on the Emerging Market Infrastructure & Alternative Energy Investment Theme

By Liu-Yue (Louie) Lam, Co-Founder, Oxstone Capital Management, BWC, Babcock and Wilcox Company – USA – $23.09, 11/5/10, Babcock and […]

By Liu-Yue Lam | | Posted in Commodities, Finding Oxstones, North America, Oxstone Investment Commentary, Stocks | Comments (0)

Selling Phones to Emerging Market Consumers

By Liu-Yue (Louie) Lam, Co-Founder, Oxstone Capital Management, Nok, Nokia – Finland, $10.21, 11/12/2010 Nokia is still the world’s largest […]

By Liu-Yue Lam | 16 Nov 10 | Posted in Finding Oxstones, Oxstone Investment Commentary, Stocks, Western Europe | Comments (0)