How do we add value to your return? Two examples

In October and November NAV of share of Balkan Emerging Frontiers Fund (BEF Fund) has indeed not changed much, however […]

By BEFFund | 01 Jan 13 | Posted in Eastern Europe, Finding Oxstones, Fortune Cookie Wisdom, Investment Wisdom, Private Equity, Stocks, Trends, Patterns, Indicators | Comments (0)

Oil, reforms make Nigeria top pick in frontier markets

(By EM) Frontier markets will benefit from the search for yield and, in sub-Saharan Africa, Nigeria is a good pick, […]

By M Guliyev | 27 Nov 12 | Posted in Africa / Middle East, Commodities, Finding Oxstones, Regions | Comments (0)

Balkan Emerging Frontiers Fund September Investment Commentary

Following noticeable growth in June and July, value of indices of large stock exchanges in developed countries (MSCI World Index, […]

By BEFFund | 27 Sep 12 | Posted in Eastern Europe, Food for Thought, Private Equity, Stocks, The Big Picture, Trends, Patterns, Indicators | Comments (0)

The Winds of Market Change

From http://us.beyondbullsandbears.com/2012/09/10/the-winds-of-market-change/,  Franklin Templeton Investments site, As we cross the mid-way point of the year, you might say the equity […]

By Liu-Yue Lam | 17 Sep 12 | Posted in Africa / Middle East, Asia, Eastern Europe, Food for Thought, The Big Picture | Comments (0)

Will Burma Become Asia’s Next Economic Tiger?

By Michael Schuman, Business Times, On paper at least, Burma has all of the elements required to create another Asian […]

By Liu-Yue Lam | 25 Aug 12 | Posted in Asia, The Big Picture, Trends, Patterns, Indicators | Comments (0)

Huge investment opportunity in Western Balkans

Region of Western Balkans in South Eastern Europe has enormous growth potential. Short term potential of regional capital markets is […]

By BEFFund | 22 Aug 12 | Posted in Eastern Europe, Food for Thought, Fortune Cookie Wisdom, Hedge Fund, Investment Wisdom, Statistics, Stocks, The Big Picture, Trends, Patterns, Indicators | Comments (0)

Big Game Hunting…in the Philippines

By Chris Mayer, Daily Reckoning, People often ask me where I find my off-the-beaten-path ideas. One of the best ways […]

By Liu-Yue Lam | 06 Aug 12 | Posted in Asia, Commodities, Food for Thought, Private Equity, Real Estate, Stocks, The Big Picture | Comments (0)

Oxstones Food For Thought – August 2012 – Core Europe, Emerging Europe – One Door Closes, Another Door Opens!

By Liu-Yue (Louie) Lam, Co-Founder, Chief Investment Strategist, Oxstones Investment Club A long time ago, as an idealistic NYU student […]

By Liu-Yue Lam | 03 Aug 12 | Posted in Eastern Europe, Food for Thought, Oxstone Investment Commentary, Private Equity, Real Estate, Stocks, The Big Picture, Western Europe | Comments (0)

Nigeria’s Foreign Direct Investment Hits U.S.$9 Billion

(All Africa)- The total value of Foreign Direct Investment (FDI) that came into Nigeria in 2011 was $8.9 billion with […]

By M Guliyev | 19 Jul 12 | Posted in Africa / Middle East, Regions, The Big Picture | Comments (0)

The Next Frontier

By Mark Mobius, Mobius Blog, Frank Templeton, In a recent interview, I was asked whether I was becoming a “frontiersman” […]

By Liu-Yue Lam | 16 Jul 12 | Posted in Africa / Middle East, Asia, Eastern Europe, Food for Thought, Investment Wisdom, Latin America, The Big Picture | Comments (0)