Global Investment Strategist

Indian Drugs and Russian Gas

Yiannis G. Mostrous — Wed, 16 May 2012 21:11:00 +0000

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

Yiannis G. Mostrous — Wed, 16 May 2012 19:24:00 +0000

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

Yiannis G. Mostrous — Wed, 16 May 2012 17:56:00 +0000

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

Yiannis G. Mostrous — Wed, 16 May 2012 17:56:00 +0000

France: Plus ça change…

Yiannis G. Mostrous — Wed, 09 May 2012 20:17:00 +0000

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

Yiannis G. Mostrous — Wed, 09 May 2012 19:29:00 +0000

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

Yiannis G. Mostrous — Wed, 09 May 2012 18:34:00 +0000

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

Yiannis G. Mostrous — Wed, 02 May 2012 18:04:00 +0000

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

Yiannis G. Mostrous — Wed, 02 May 2012 17:10:00 +0000

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

Yiannis G. Mostrous — Wed, 02 May 2012 16:22:00 +0000

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.