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Yiannis G Mostrous

With his experience in  international market analysis and venture financing, Yiannis G. Mostrous is  more than just a world traveler; he’s also an expert on identifying investment opportunities in emerging and overlooked markets—the places most of us only see on television.

As an analyst with Artemel International, Yiannis worked with developmental  institutions to promote business development in the Mediterranean, while as an associate in the venture capital Finance & Investment Associates was  involved in analyzing start up companies’ business plans evaluating their  potential while bringing together worthy candidates and angel investor groups.

He also worked as a consultant for brokers in Intersec Securities, a brokerage firm in Athens, Greece, where he did primary research and solicited business from high net worth clients. More recently, Yiannis coauthored a book on investment opportunities in Asia, The Silk Road to Riches: How You Can Profit by Investing in Asia’s Newfound Prosperity.

Since joining KCI, Yiannis has dedicated himself to helping  individual investors bolster their returns and give their portfolios an international flavor. In his financial advisory The Silk Road Investor, Yiannis explains the most profitable facets of emerging global economies such as China and India, while Vital  Resource Investor, a subscription-based service, seeks opportunities for equity investors in the global natural resource markets.
 
Yiannis has an MBA from Marymount University with a major in Finance and a BBA from Radford University focusing on investments in natural resource markets around the globe. He is also a veteran of the Hellenic Navy in the Landing Ships Command Office.


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 Articles by this Author

Cyclical names should continue to do well, especially in Asia, but investors should consider some defensive plays--I favor consumer staples names with exposure to Asia.

ISM is the Key

The point to understand here is that the year-long rally in emerging markets isn’t based on the conviction that the global economy is completely out of the woods and that the Anglo-Saxon financial system has resolved all its problems.

If markets have no major hiccups for the rest of October and into early November, expect them to move higher through the first few months of 2010, with November, December and January being the “money months.”

China Chatter

At home it was a "golden week" for China's economy; abroad the Chinese lobbied for a greater say in policy decisions that shape the international economy.

At current levels, energy, telecommunications, financial, industrial, and material companies appear to be the cheapest in Asia.

The end of easy oil remains arguably the most powerful driver in the sector, though the unprecedented drop-off in demand that occurred in the wake of the credit crisis and resultant economic dislocation has obscured this long-term trend. But with the global economy and credit markets now on the mend, this theme should come back with a vengeance over the next few quarters.

The rally in emerging market equities has been broad based, though the Chinese market has led the way. But next year country and stock selection will become increasingly important to the asset allocation process. Expect “sustainable growth” to become next year’s buzz phrase.

A Stronger Global Economy

I continue to recommend that investors focus on quality and overweight key cyclical industries. Technology resources, energy and some infrastructure (e.g., ports) remain relatively undervalued in many emerging markets, while valuations in Russia and some other high beta markets remain below previous highs.

The table is set for the US economy to surprise on the upside for the simple reason that expectations are so low. Should this transpire, global markets should easily rise 20 to 30 percent in the next twelve months--even if a correction takes place in the meantime

Beyond China

Chinese policymakers are focused on managing the current boom and, more important, the credit cycle. For this reason, investors should look outside China for the big outperformance--assuming the global economy doesn’t relapse.

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