Yiannis Mostrous posts
FeedPosted Mar 23rd 2011 9:30AM by Steven Halpern (RSS feed)
Filed under: International Markets, Newsletters, Japan, Commodities, Oil, Agriculture, Stocks to Buy
This post is part of Japan: A Special Report for Investors.
"Without underestimating the magnitude of the tragedy and human suffering following the earthquake in Japan, we recommend investors buy into Japan amid the current market weakness," says Yiannis Mostrous.
The Asian stock expert and editor of Global Investment Strategist explains, "The tragic earthquake in Japan has roiled markets, but the country's long-term strength remains intact. This is a good time to establish long-term positions in some of Japan's best companies, such as Mitsubishi Corp. (MSBHY).
Continue reading Japan: Mitsubishi Corp. (MSBHY)
Posted Feb 18th 2011 1:00PM by Steven Halpern (RSS feed)
Filed under: China, Newsletters, Stocks to Buy
"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
Posted Jul 23rd 2010 12:30PM by Steven Halpern (RSS feed)
Filed under: International Markets, Newsletters, Stocks to Buy, Green Stocks
"Now is the ideal time to pick up shares of high-quality European companies; not only are valuations attractive at these levels, but earnings could also surprise to the upside in an environment where global growth remains strong," says international specialist
Yiannis Mostrous.
The contributing editor to
Personal Finance explains, "Once such top European bargain is water and waste-management firm Veolia Environement (
VE).
"Europe accounted for three-quarters of Veolia's revenues in 2009, with France accounting for roughly half that total. But the company's main business lines have relatively light exposure to economic cyclicality and may benefit from European austerity.
Continue reading Veolia Environement (VE): A European Bargain
Posted Oct 14th 2009 1:30PM by Steven Halpern (RSS feed)
Filed under: International Markets, Newsletters, BHP Billiton Ltd ADR (BHP), Commodities, Stocks to Buy

"
BHP Billiton Ltd. ADR (NYSE:
BHP) is well placed in coal, oil, gas, and uranium markets, making it a solid play in any investment environment," says global specialist
Yiannis Mostrous.
In The New World 3.0, the advisor explains, "BHP Billiton is the only major listed company to that boasts such a diversified energy portfolio.
"Recently, analysts have unleashed an avalanche of upgrades for companies in the mining sector, coinciding with higher price forecasts for a wide range of metals.
"The main reasons for the recent upsurge in optimism regarding miners are strong economic growth in China and an anticipated restocking of materials in developed nations.
Continue reading BHP Billiton (BHP): 'Avalanche of upgrades'
Posted Jun 11th 2009 1:30PM by Steven Halpern (RSS feed)
Filed under: India, Newsletters, Stocks to Buy
"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
Posted May 20th 2009 1:00PM by Steven Halpern (RSS feed)
Filed under: International Markets, China, Newsletters, ETF Investing, Stocks to Buy
"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?
Posted Apr 27th 2009 12:40PM by Steven Halpern (RSS feed)
Filed under: International Markets, China, Newsletters, China Life Insurance ADS (LFC), Stocks to Buy
"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
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