Yiannis Mostrous posts

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Japan: Mitsubishi Corp. (MSBHY)

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)

Taiwan Semiconductor (TSM): Tech Turnaround

Taiwan Semiconductor (TSM) logo"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

Top Picks 2011: Mobile TeleSystems (MBT)

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)

Mining for Value with BHP Billiton

BHP Billiton"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

Low Valuations Boost South Korea ETF (EWY)

"Although emerging markets such as China and India garner the most attention, South Korean equities have also enjoyed a banner year," says Yiannis Mostrous.

The contributing editor to Personal Finance newsletter suggests, ""South Korea's domestic demand story has returned to life.

"The retail sector posted strong same-store sales in July, with the various categories registering growth of 8 to 11 percent. And this uptick isn't a credit-induced aberration: Household incomes continue to improve.

Continue reading Low Valuations Boost South Korea ETF (EWY)

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

"Global investors should follow the growth; and when it comes to equities, Asian markets are hands down the best destination for your hard-earned dollars," notes Yiannis Mostrous.

The Asian stock specialist and editor of The Silk Road Investor explains, "Asia's macro story remains strong, though many investors distrust its beguiling simplicity.

"Among our recommended are HDFC Bank (HDB), India's second-largest private-sector institution and Dr. Reddy's (RDY), a generic drug firm.

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

Veolia Environement (VE): A European Bargain

"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

The Long-Term Case for Investing in Gold

"Investors that understand the role gold will play in the financial markets stand to benefit tremendously; gold has been an object of ardor and a target of scorn throughout the centuries but has never been refused as a means of payment; gold has no substitutes," asserts Yiannis Mostrous.

The editor of The Silk Road Investor explains, "The yellow metal has three characteristics that make it one of the most unique assets in the world. It's relatively scarce, it is easily broken apart and transported, and it's almost impossible to destroy."

Continue reading The Long-Term Case for Investing in Gold

Top Picks for 2010: Standard Chartered (SCBFF)

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)

BHP Billiton (BHP): 'Avalanche of upgrades'

"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'

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

"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

Taiwan & China: A new harmony?

"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?

Favorite plays from China expert

"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

Ring up global telecoms: Russia, Indonesia and the Philippines

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

Taiwan Semi (TSM): A buy for bargain hunters

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

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Last updated: February 12, 2012: 05:48 AM

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