Silk Road Investor

The trade routes that comprised Eurasia's fabled Silk Road served as a point for cultural and economic exchange from the time of the Han Dynasty onward, enriching the merchants and explorers who traveled its paths. Today’s Silk Road offers forward-looking investors the same lucrative opportunities, and pitfalls, as its predecessor. Emerging markets from Eastern Europe to the China Sea are increasingly driving global growth as these nations begin to flex their economic muscles; still, even seasoned investors need a compass to navigate this modern Silk Road—profitable investments abound from Russia to Japan, but so do dead ends.

Every week in his online newsletter The Silk Road Investor, Yiannis Mostrous guides you through the countries and sectors that offer the greatest growth potential, while highlighting the best long-term holdings for your portfolios. In addition to Yiannis’ expert recommendations and commentary, subscribers can also keep apprised of any breaking news through updates on the publication’s website.

Recent topics and opportunities that Yiannis has discussed at length include:

·    The challenge of extricating the Japanese economy from its deflation trap and why the longer-term picture for the Japanese markets is much brighter than many pundits suggest;

·    Why improved relations between the governments in Taipei and Beijing are essential to Taiwan’s economic growth, and the potential for a thaw now that Ma Ying-jeou, the leader of the pro-China Kuomintang (KMT) party, was elected president of Taiwan;

·    Which companies are best positioned to profit from China’s boom in infrastructure spending, for instance the US$170 million that the government plans to invest in extending and upgrading the country’s rail system; and

·    Why long-term investors should invest in Russian stocks in every weakness, and which sectors and companies are the best bets for your portfolio.

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