By Yiannis G. MostrousATHENS, Greece–2006 was a good year for the SRI Portfolio, which outperformed its benchmarks. Please note that this is a long-only Portfolio. I imposed this restriction in order to fairly compare performance against benchmarks, and all major market indexes are also long only. Read More

Long-term readers know by now that I’m a co-author of the book The Silk Road To Riches: How You Can Profit By Investing In Asia’s Newfound Prosperity. The main theme of the book is Asia’s emergence as the world’s next economic growth engine. Read More

By Yiannis G. MostrousATHENS, Greece–“Thailand is also an economy I really like,” I wrote in mid-June, continuing: …but the political turmoil has been affecting the market negatively. It’s unfortunate that the economic advances in Thailand are being held hostage by the capriciousness of an elitist group… Read More

By Yiannis G. MostrousFALLS CHURCH, Va.–As things stand, world stock markets can stay stronger for longer, even after four rewarding years. Equity valuations remain at fair levels (although not as cheap as they were) and earnings continue to be strong. The global economy doesn’t look bad yet, but… Read More

By Yiannis G. MostrousFALLS CHURCH, Va.–In May 2002, I wrote that the US dollar would gradually lose value but that it would remain the major currency of the world, albeit from a lower valuation plateau. At the time, you needed less than USD0.90 to buy EUR1; a little… Read More