Global Investment Strategist

Premier Property

Yiannis G. Mostrous — Wed, 22 Feb 2012 17:21:00 +0000

This leading property developer is our favorite play on Hong Kong’s growing real estate market.

A Sucker’s Rally?

Yiannis G. Mostrous — Fri, 10 Feb 2012 05:48:00 +0000

The strong performance of Asian equities has lured substantial inflows from overseas, but some anxious investors are wondering if the rally has come too far, too fast. Read More

Profit from Central Planning

Yiannis G. Mostrous — Fri, 10 Feb 2012 03:36:00 +0000

China’s policymakers wield major influence on the underlying businesses of our recommended stocks from the Middle Kingdom. Fortunately for our Model Portfolio, the central government is moving toward deregulation for refined oil products and initiating a major housing project.

Deepwater Dynamo

Yiannis G. Mostrous — Wed, 08 Feb 2012 19:32:00 +0000

This company is one of our favorite plays on the global energy boom. Its expertise in building deepwater drilling rigs has helped it forge a key relationship with Brazilian oil major Petrobras. Read More

Asia Emerges

Yiannis G. Mostrous — Thu, 02 Feb 2012 22:17:00 +0000

Asian stocks are rebounding after suffering massive losses last year. But Asian equities don’t just offer growth potential, these cash-flush companies are starting to pay solid dividends to their shareholders.

Tech Turnaround

Yiannis G. Mostrous — Thu, 02 Feb 2012 16:11:00 +0000

As the market moves beyond the uncertainty that plagued the global economy last year, these Portfolio holdings are poised to outperform.

02/01/2012: Take Profits on Naga Corp

Yiannis G. Mostrous — Wed, 01 Feb 2012 19:20:00 +0000

Shares of Naga Corp have already produced a substantial gain since the start of the year, so it makes sense to take some short-term profits on this long-term holding. Read More

A Solid Subcontinent Play

Yiannis G. Mostrous — Wed, 01 Feb 2012 18:27:00 +0000

This banking giant offers investors an opportunity to play the underpenetrated Indian banking market. And in contrast to its developed-world peers, this bank boasts solid asset quality and wide margins.

Metals Regain Momentum

Yiannis G. Mostrous — Fri, 27 Jan 2012 14:06:00 +0000

Industrial metals producers suffered numerous setbacks over the past year, ranging from supply disruptions to weak pricing. But tight supply and an improved global economic outlook should bode well for their prospects in 2012.

Putting Food on the Table

Elliott Gue — Thu, 26 Jan 2012 23:18:00 +0000

Emerging market demand will put pressure on the global food supply for decades to come. These two companies dominate the markets for two of the world’s three key fertilizers.