silk road investor posts
FeedPosted 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 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
Posted Feb 20th 2009 10:30AM by Steven Halpern (RSS feed)
Filed under: International Markets, China, Newsletters, Stocks to Buy, China Mobile Limited (CHL)
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
Posted Jan 13th 2009 12:30PM by Steven Halpern (RSS feed)
Filed under: China, Stocks to Buy
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)
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