"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.

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.

"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.

"Investing in Asia follows two broad themes: asset reflation and growing domestic demand; however, without improvements in infrastructure the ambitious goals to boost domestic demand in emerging markets will be unsustainable," suggests Yiannis Mostrous.

The editor of The Silk Road Investor explains, "Without upgrading their infrastructure, these countries won't be able to achieve the savings from reduced costs and a faster production cycle.

"This is particularly important for Asia because the region is leading the charge on global economic growth. Emerging economies are in a race against time to build up their infrastructure, as breakneck urbanization is pressuring existing infrastructure.

"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.

"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."

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.

"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.

"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.

"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.

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.

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).

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.

"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.

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.