"Taiwan's economy and its stock market should post solid growth in 2011; we also see warming relations between the island of Taiwan and mainland China," suggests global specialist Yiannis Mostrous.

The editor of The Silk Road Investor explains, "Technology should be a major beneficiary of these near-term themes and Taiwan Semiconductor Manufacturing (TSM) is our favorite stock for exposure to the technology turnaround.

"Demand for notebook computers remains solid and mobile phones are expected to sell strongly during the Chinese New Year holiday this week, which will lead to inventory restocking.

Continue reading Taiwan Semiconductor (TSM): Tech Turnaround

Taiwan Semiconductor (TSM): Tech Turnaround originally appeared on BloggingStocks on Fri, 18 Feb 2011 13:00:00 EST. Please see our terms for use of feeds.

This post is one in a series in which more than 60 newsletter advisors share their Top Stock Picks for 2011. This special report is courtesy of TheStockAdvisors.com.

"Mobile TeleSystems (MBT) is Russia's largest telecommunications group and mobile services provider," notes global stock specialist Yiannis Mostrous.

The editor of The Silk Road Investor explains, "The company -- with operations in Russia, the Ukraine, Uzbekistan, Turkmenistan, Armenia and Belarus -- is my top investment idea for 2011.

Continue reading Top Picks 2011: Mobile TeleSystems (MBT)

Top Picks 2011: Mobile TeleSystems (MBT) originally appeared on BloggingStocks on Thu, 30 Dec 2010 15:00:00 EST. Please see our terms for use of feeds.

"Commodities are experiencing a long-term bull market that will last for years, despite periodic ups and downs," notes Yiannis Mostrous, editor of The Silk Road Investor.

Mostrous -- author of the just-published The Rise of the State: Profitable Investing and Geopolitics in the 21st Century -- explains, "Our latest new buy is BHP Billiton (BHP) is the world's largest mining company by market capitalization.

Continue reading Mining for Value with BHP Billiton

Mining for Value with BHP Billiton originally appeared on BloggingStocks on Thu, 09 Dec 2010 09:45:00 EST. Please see our terms for use of feeds.

Continue reading India Infrastructure Index Fund (INXX): Building Value

India Infrastructure Index Fund (INXX): Building Value originally appeared on BloggingStocks on Thu, 11 Nov 2010 09:30:00 EST. Please see our terms for use of feeds.

Continue reading Silk Road to India: HDFC (HDB) and Dr. Reddy's (RDY)

Silk Road to India: HDFC (HDB) and Dr. Reddy's (RDY) originally appeared on BloggingStocks on Wed, 10 Nov 2010 13:30:00 EST. Please see our terms for use of feeds.

Continue reading The Long-Term Case for Investing in Gold

The Long-Term Case for Investing in Gold originally appeared on BloggingStocks on Wed, 28 Apr 2010 16:00:00 EST. Please see our terms for use of feeds.

This post is part of a special report, Top Picks for 2010, the 27th annual survey in which TheStockAdvisors.com asks the nation's leading advisors for their single favorite stock for the new year. See all 80 stocks listed here.

Yiannis Mostrous is a leading expert on Asian stocks. For his top pick last year, he chose Standard Chartered (SCBFF) as his top pick.

The stock has risen 110% since his original recommend -- and remains his top pick for 2010 as well. Here's the latest from his The Silk Road Investor.

Continue reading Top Picks for 2010: Standard Chartered (SCBFF)

Top Picks for 2010: Standard Chartered (SCBFF) originally appeared on BloggingStocks on Tue, 29 Dec 2009 10:00:00 EST. Please see our terms for use of feeds.

"India-based Dr. Reddy's Laboratories (NYSE: RDY), a generic-drugs play with solid market positions in India, Russia, the US and Germany," says Asian stock expert Yiannis Mostrous.

In his specialty newsletter, The Silk Road Investor, he explains why he has chosen the firm as his latest "Stock of the month".

"Seventy percent of the firm's growth comes from generic drugs, and the trend there has been favorable. New products, market share gains and a revamp of the supply chain in India should contribute to profitability. The company is also building a proprietary pipeline to supplement it core business.

Continue reading Dr. Reddy's (RDY): Get ready for generic gains

Dr. Reddy's (RDY): Get ready for generic gains originally appeared on BloggingStocks on Thu, 11 Jun 2009 13:30:00 EST. Please see our terms for use of feeds.

"Taiwan and Mainland China are a step closer to a more harmonious relationship," says Yiannis Mostrous. In The Silk Road Investor, the Asian stock specialist looks at an ETF that will benefit from this trend.

"Nearly a year ago, I forecast that 'Taiwan could be the biggest out-of-consensus investment story--along with Japan--as the first decade of the 21st century comes to a close.'

"The government in Beijing has now given its blessings for public health officials from Taiwan to attend, as observers, the 62nd World Health Assembly (WHA) meeting in Geneva, 18 to 27 May.

Continue reading Taiwan & China: A new harmony?

Taiwan & China: A new harmony? originally appeared on BloggingStocks on Wed, 20 May 2009 13:00:00 EST. Please see our terms for use of feeds.

"China has been my top market recommendation since late in 2008, and it remains so today," says global investing expert Yiannis Mostrous.

In The Silk Road Investor he explains, If the country's stimulus package works (especially on the infrastructure front) expect the Chinese economy to have a V-shaped recovery this year." Here's a looks at two of the advisor's favorites -- China Life Insurance (NYSE: LFC) and Chunghwa Telecom (NYSE: CHT).

"The sustainability of such a recovery will depend on the status of the global economy, though. If the global economy and the credit/banking crisis don't improve by this time next year, the Chinese economy will have more serious problems to deal with.

"For now, though, China seems to be headed for GDP growth of around 8% this year, which is nothing to fret about in the current economic environment.

Continue reading Favorite plays from China expert

Favorite plays from China expert originally appeared on BloggingStocks on Mon, 27 Apr 2009 12:40:00 EST. Please see our terms for use of feeds.

International expert Yiannis Mostrous has long been a fan of global telecom stocks as ways US investors to access emerging markets. In his The Silk Road Investor, he looks at favorite plays on Russia, Indonesia and the Philippines.

"Philippine Long Distance Telephone (NYSE: PHI) reported solid 2008 results, with revenue rising 7% from 2007 levels to USD800 million. Profits were up 13% to US $200 million.

Continue reading Ring up global telecoms: Russia, Indonesia and the Philippines

Ring up global telecoms: Russia, Indonesia and the Philippines originally appeared on BloggingStocks on Fri, 10 Apr 2009 11:30:00 EST. Please see our terms for use of feeds.

This post is part of a special report, Global advisors look to China.

"Asian markets now trade at valuations below those of other recession periods, yet investors remain extremely negative and unwilling to buy growth," says Asian stock specialist Yiannis Mostrous.

The editor of The Silk Road Investor explains, "This combination will allow prudent bargain-hunters to position themselves for the next cycle." Here, he looks at one Asian favorite -- Taiwan Semiconductor (NYSE: TSM).

Continue reading Taiwan Semi (TSM): A buy for bargain hunters

Taiwan Semi (TSM): A buy for bargain hunters originally appeared on BloggingStocks on Sun, 29 Mar 2009 15:30:00 EST. Please see our terms for use of feeds.

A long-term developing trend in Asia, according to international investing expert Yiannis Mostrous, is a rise in domestic demand within their own economies.

In Personal Finance, he looks at one favorite sector that will benefit -- wireless phone services -- and highlights two of his top choices, Chunghwa Telecom (NYSE: CHT) and China Mobile (NYSE: CHL).

"The current crisis will lead to profound changes in the global financial system. Societies in developed economies will begin to save more, while people in developing nations will begin to spend, nurturing domestic demand economies.

"The Asian economies should be able to move even closer to their ultimate economic goal: domestic demand-led economies.

"These countries have realized that factory building and manufacturing to satisfy consumer needs in the developed world can't remain their primary growtth engine.

Continue reading China telecom and wireless favorites

China telecom and wireless favorites originally appeared on BloggingStocks on Fri, 20 Feb 2009 10:30:00 EST. Please see our terms for use of feeds.

"Investing in food is a simple story: expanding supply and demand fueled by rising global urbanization," says Yiannis Mostrous. In Personal Finance newsletter the global advisor looks at Monsanto (NYSE: MON).

"The global population is expected to surpass 9 billion by 2050. Wages are rising in emerging economies--led by India and China--and more people are moving into cities where the consistent and better paying jobs are.

"That means greater demand for protein-rich foods, especially meat and dairy consumption. The consumption of both has a strong correlation to urbanization. The result will be a permanent increase in demand for crop grains for feeding.

Continue reading Monsanto (MON): Planting the seeds of growth

Monsanto (MON): Planting the seeds of growth originally appeared on BloggingStocks on Wed, 04 Feb 2009 14:00:00 EST. Please see our terms for use of feeds.

This post is part of a special annual report -- Top Stock Picks '09 -- in which TheStockAdvisors.com asked 75 leading newsletter advisors to select their favorite investment for the new year.

A leading expert on Asia, Yiannis Mostrous looks to international bank, Standard Chartered (OTC: SCBFF) as his top pick for 2009. Here's the latest from The Silk Road Investor.

"Standard Chartered has been doing business in Asia, Africa, and the Middle East for more than 100 years.

"It's an international bank focused on retail and corporate banking and treasury activities. Although domiciled in the UK, its biggest single concentration of customers and profits is in Hong Kong.

"More than 40% of its retail income is generated by deposits and related fees. Its income streams are highly diversified, with no consumer or wholesale geography contributing more than 9% of revenues, and its loan/deposit ratio is 85%.

"The bank offers pure exposure to some of the most dynamic areas in the emerging market world and is run in a prudent manner, especially compared to most of its competition.

Continue reading Top Stock Picks '09: Standard Chartered (SCBFF)

Top Stock Picks '09: Standard Chartered (SCBFF) originally appeared on BloggingStocks on Tue, 13 Jan 2009 12:30:00 EST. Please see our terms for use of feeds.

"One of the simplest and most genuine global long-term investment stories is the food sector," notes Yiannis Mostrous in Silk Road Investor. Here's a look at two ways to play this trend.

"Long-term, this should reward patient investors handsomely. As the world's population increases, demand will also grow, allowing companies in the food industry to handsomely profitWe continue to favor the theme and recommend you allocate some of your funds to it.

"There are myriad ways to play the burgeoning demand for vital resources used in food production. Our favorite is portfolio holding PowerShares DB Agriculture Fund (AMEX: DBA). It's an exchange traded fund that is based on the Deutsche Bank Liquid Commodity Index.

Continue reading Global expert invests in food

Global expert invests in food originally appeared on BloggingStocks on Wed, 13 Feb 2008 13:37:00 EST. Please see our terms for use of feeds.

For 25 years, Steven Halpern, editor of TheStockAdvisors.com, has surveyed the leading financial newsletter advisors asking for their favorite stocks for the coming year. This article is one of 100+ ideas in the Best Stocks for 2008 report.

"My favorite conservative pick for 2008 is Mobile TeleSystems (NYSE: MBT), the largest cellular operator in Eastern Europe, with 50 million subscribers," says Yiannis Mostrous in The Silk Road Investor.

"The company has licenses in 87 Russian regions, Ukraine, Belarus, Uzbekistan and Turkmenistan, covering a population of more than 233 million people. Russia accounts for almost 80% of consolidated revenue, while Ukraine is the second largest contributor.

"This is a company that offers good exposure to Russia's domestic demand growth. Russia is currently in a sweet spot: It's a net oil exporter, has good GDP growth, isn't dependent on foreign capital flows, is relatively stable politically, boasts reasonable market valuations and, above all, enjoys solid exposure to the biggest growth story of our time, Asia.

"Mobile Telesystems will continue to experience strong growth given the regional economic strength. Its valuations are still reasonable and it actually trades at a discount to a lot of its peers in the emerging market universe. This should make it a stock to own going into what is shaping up to be an uncertain New Year.

"The company's investments in its various markets have started producing positive results and it also continues to consolidate operations while taking advantage of market growth. Buy Mobile TeleSystems up to $110."

Best Stocks for 2008: Mobile TeleSystems (MBT) rings up Eastern Europe originally appeared on BloggingStocks on Mon, 24 Dec 2007 14:15:00 EST. Please see our terms for use of feeds.

"Ericsson (NASDAQ: ERIC) has the 'Swedish blues'," jests global expert Yiannis Mostrous, noting the stock fell sharply after issuing a warning. Nevertheless, he remains bullish.

In his The Silk Road Investor, the adviser explains, "Ericsson issued a warning for its gross and operating margins for the third quarter, which fell to 35.6% (43.0% last quarter) and 12.9% (19.4% previously). Promptly, the stock tumbled 24%."

He contends, "Although this is a severe blow to the stock price, the company remains one of the long-term holdings in the global infrastructure area."

The reason? He suggests, "Wireless telecom remains one of the best long-term growth stories. The beauty is that this growth story is applicable to both developed and developing economies. Emerging markets, in particular, are important because they continue to build huge wireless networks, with China and India at the forefront."

Continue reading Ericsson (ERIC): 'Swedish Blues'

Ericsson (ERIC): 'Swedish Blues' originally appeared on BloggingStocks on Mon, 29 Oct 2007 14:54:00 EST. Please see our terms for use of feeds.

"Investors continue to underestimate the growth potential at Ericsson (NASDAQ: ERIC)," says global analyst Yiannis Mostrous in The Silk Road Investor. He considers the stock a core holding.

The Sweden-based company develops and produces advanced systems and products for wired and mobile communications in public and private networks and produces mobile phones through a joint venture with Sony.

Mostrous notes, "The company operates in one of the most promising segments of the global economy, where the demands of bigger and better networks increase almost daily."

According to the advisor, "It's currently upgrading networks for more than 50 phone companies, with about 6 million customers signing up for faster mobile access each month globally." Industry experts, he points out, expect mobile subscribers to surpass 5 billion in the next five years.

Continue reading Global expert rings up Ericsson (ERIC)

Global expert rings up Ericsson (ERIC) originally appeared on BloggingStocks on Wed, 03 Oct 2007 17:39:00 EST. Please see our terms for use of feeds.

Each year Steven Halpern, editor of TheStockAdvisors.com, surveys the leading financial newsletter advisors asking for their favorite stocks for the coming year. This article is part of his 24th annual Top Picks Report.

United Overseas Bank Limited (Other OTC: UOVEY) is the top speculative idea for 2007 from Yiannis Mostrous. The global expert and editor of The Silk Road Investor -- and author of a new book by the same name -- explains, "United Overseas is a play in the positive changes taking place in Singapore, which continues to improve its image and attract the affluent from across Asia.

"United Overseas has been steadily improving operations and asset quality while expanding into Thailand and Indonesia.The bank has achieved a healthy mix of non-interest and interest-based income, with non-interest income growing strongly -- always a good thing. Its non-performing loan ratio dropped from 8.5% to 5.6% during the past year.

"Though Singaporean banks have been slow growers for sometime, improvement is visible as the economy enjoys strong growth amid a reflationary environment. As a result, loan growth could easily reach double digits next year. Banking stocks should eventually trade at a premium to the market, especially as return on equity improves through growth.

Continue reading Top Picks 2007: Mostrous takes "silk road" to Singapore

Top Picks 2007: Mostrous takes "silk road" to Singapore originally appeared on BloggingStocks on Fri, 29 Dec 2006 14:30:00 EST. Please see our terms for use of feeds.