Author Archives: Yiannis G. Mostrous
Indian Drugs and Russian Gas
The solid quarterly reports from two of our portfolio holdings underscore the continuing growth potential of pharmaceuticals and natural gas production in developing countries. Read More
Taiwan Semiconductor: in the Chips
If you’re looking for a play on the global technology boom, you’d be hard-pressed to find a better stock than this leader in semiconductor manufacturing. As the world’s largest dedicated integrated circuit foundry, the company is positioned to benefit from the insatiable appetite for smartphones, media tablets and other portable devices.
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The Tech Bull: Plenty of Room Left to Run
Despite its prolonged outperformance, the technology sector still enjoys substantial growth opportunities in the year ahead. That’s particularly true in emerging markets, where corporations are making long-needed IT investments and a rising middle class is eagerly demanding the latest web-enabled gadgets.
The Tech Bull: Plenty of Room Left to Run
Despite its prolonged outperformance, the technology sector still enjoys substantial growth opportunities in the year ahead. That’s particularly true in emerging markets, where corporations are making long-needed IT investments and a rising middle class is eagerly demanding the latest web-enabled gadgets.
France: Plus ça change…
Chronic economic woes in developed countries such as France underscore how the global economy is undergoing a momentous shift in power from West to East. This means that the current weakness in Asian markets is an opportunity to buy into the most powerful investment story of our time. Read More
Indonesia Calling
Low penetration levels in mobile, a booming population and still-healthy economic growth all add up to big returns for this dominant telecom stock in Indonesia. Read More
Banks and Telecoms: On the March in Asia
Despite global economic uncertainty, these portfolio holdings in the banking and telecommunications sectors more than held their own. Although not spectacular, their performance has been solid.
Banking and Oil: Plays on Global Growth
Our portfolio stocks in the banking and oil sectors are weathering hard knocks but they’re set to rise this year, as the beleaguered global economy ekes out growth. Read More
Chinese Banks: Down But Not Out
China-based banks, especially the “Big Four,” remain undervalued because of fears about the country’s growth prospects. However, the Chinese economy is expected to put in a respectable performance this year, which should lift shares of the Middle Kingdom’s banking sector.
Sun Rising Over Japanese Stocks
Even after its solid performance so far this year, the Japanese market remains one of the world’s cheapest. The expectations bar has been set relatively low for Japanese corporate earnings growth; a pick-up in the global economy this year should boost these well-positioned plays in the country’s retailing and real estate sectors.
