By Yiannis G. MostrousMCLEAN, Va.–I’ve just landed after a transatlantic flight and haven’t had a lot of time to adjust. But my view remains quite upbeat–the onset of the usually weak month of September notwithstanding. As I noted last week, Italy could surprise to the upside… Read More

By Yiannis G. Mostrous ANTWERP, Belgium–The world’s stock markets can rally in the short term, especially if the US economy doesn’t produce any big surprises to the downside. Investors should treat such a rally as tactical in nature and therefore steer clear of major portfolio restructuring. Read More

By Yiannis G. MostrousATHENS, Greece I expect that SRI readers are enjoying the summer. After all, history has shown that extensive investment moves during the summer–especially in August–have never been particularly successful. It also allows an opportunity to make necessary portfolio changes both tactically (i.e., leading… Read More

By Yiannis G. MostrousMYKONOS, Greece–I’m currently tucked away on a small but vibrant island in the Aegean Sea. Markets, wars and the other chaos that make up our daily lives seem quite distant. I hope you found the last issue of SRI, a Geopolitics &… Read More

Business, Investments and Politics in Central AsiaOn an early September morning almost 10 years ago, more than 500 paratroopers from the US Army’s 82nd Airborne Division jumped into a battle zone near the Tien Shan Mountains (“Heaven Mountains”) along the China/Kyrgyzstan border in Central Asia. Their mission… Read More

Business, Investments And Politics In Central Asia“When everyone is dead, the Great Game is finished. Not before.” — Rudyard KiplingBy Yiannis G. MostrousOn an early September morning almost 10 years ago, more than 500 paratroopers from the US Army’s 82nd Airborne Division jumped… Read More

By Yiannis G. MostrousATHENS, Greece–I have a friend here in Greece who works as a relationship manager in the private banking (i.e., high net worth individuals; in Greece, that means liquid assets above $1 million) section of a big Greek bank; let’s call him George. Another friend, Nikos,… Read More

By Yiannis G. MostrousATHENS, Greece–When my colleagues Elliott Gue, Ivan Martchev and I were offered the opportunity to write a book on the economic rise of Asia and the changes it would bring to the world, I insisted that a chapter on how geopolitical developments could affect economic… Read More

By Yiannis G. MostrousATHENS, Greece–The time has come. In two days–and if not then, probably in August–the Bank of Japan (BoJ) is expected to end its zero interest rate policy (ZIRP). And every talking head–myself included–has his or her own interpretation of the significance of ZIRP’s end, as… Read More

ATHENS, Greece--SRI comes to you from Greece this week. I’m visiting my native land for personal business, and I’ve benefited from short-term immersion in a foreign market Read More

By Yiannis G. MostrousMCLEAN, Va.–Tactically, portfolios should be positioned for volatility as markets seem reluctant or unable to stage a sustainable recovery, at least until the end of the summer. And although the recent selloff has made valuations look more reasonable globally, the point to remember is that… Read More

By Yiannis G. MostrousMCLEAN, Va.–In the March 8 SRI, Hedge Your Bets, I wrote: The thinking here remains the global economy will perform decently this year, although a US recession in 2007 can’t be ruled out. Yet, there are some signs that many markets around… Read More

By Yiannis G. MostrousMCLEAN, Va.–“Toward this end, and taking full account of the lags with which monetary policy affects the economy, the Committee will seek a trajectory for the economy that aligns economic activity with underlying productive capacity.”These were some of Federal Reserve Chairman Ben Bernanke’s… Read More

MCLEAN, Va.--Global markets continue to sell off while investors and talking heads--including me--are trying to find out the underlying cause. I stand by my initial assessment (see SRI, 1 March 2006, The Butterfly Effect): Read More

By Yiannis G. MostrousMCLEAN, Va.–The markets are known to move–initially in the direction opposite the one that favors my call–when I make a recommendation. But overall, the opinions expressed in SRI get things right; otherwise, my publisher would have suggested a different line of business a long time… Read More

By Yiannis G. MostrousMcLean, Va–I’m quite excited about the new theme I’m exploring in my upcoming issue of Geopolitics & Investing Quarterly (GIQ). The report will be hitting your computers as soon as it’s ready. The latest tremor in the markets is the purported increase in… Read More

MCLEAN, VA--Last week’s discussion prompted many questions about the strength and sustainability of emerging markets in general and Asia in particular. Read More

By Yiannis G. MostrousMCLEAN, VA–In the early days of The Silk Road Investor, I pointed out that world markets would eventually have to deal with many uncomfortable issues, including the inevitable resolution of the current account deficit; the climax of the red-hot housing action in the US; increasingly… Read More

By Yiannis G. MostrousLONDON, UK–It’s pleasantly sunny in London, a perfect backdrop for interesting meetings with old acquaintances in the money management industry. My long-held view that London is–by far–the place to be when one wants to be close to a truly stimulating international investment environment has only… Read More

By Yiannis G. MostrousATHENS, GREECE–Silk Road Investor comes to you this week from Greece, somewhat removed from the action but close enough to observe that the market’s mood is still good and that investors don’t seem in any particular hurry to liquidate positions. The Portfolio remains… Read More