Newsletter Watch: Xinyuan Real Estate

Currently living in both New York and London, having worked as a financial journalist around the globe, and speaking seven languages, Vivian Lewis is as "international" as one can get.

Lewis has spent decades searching worldwide for growth and income opportunities that often aren’t on the radar screens of most advisors. "I try to avoid broad-brush macro-economic investing in favor of a diversified portfolio of lesser-known small-cap stellar stocks," she says. "Keeping all your money on Wall Street in dollars is one of the biggest mistakes U.S. investors can make. By sticking with the dollar, you are holding an inflation-battered currency losing value against others."

Lewis' ongoing analysis can be found in her Global Investing newsletter (www.rightside.com), which has consistently been ranked among the top long-term performers by the Hulbert Financial Digest.

Lewis focuses on investments that U.S. investors can buy with ease — such as ADRs, closed-end funds and ETFs — without the added risks of investing on foreign exchanges.

"My mission is to get U.S. investors to expand their portfolios overseas," she says. (For those comfortable with the complexities of investing abroad, Lewis also publishes
GlobalInvestingPRO.)

Having just spent several weeks touring China, Lewis has uncovered several intriguing new ideas, including one small-cap stock in the homebuilding sector — Xinyuan Real Estate (NYSE:XIN), with a market cap of $568 million. (XIN, Lewis tells us, is pronounced like “chin.”)

"My latest Chinese stock pick is a smaller entrepreneurial offshore Chinese newcomer," Lewis says. Offshore China? Indeed, while the company is headquartered in . . .

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