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.

Content Posted by Yiannis G. Mostrous

The Big Money

China and India remain hedge-fund favorites and are a hit with institutional investors that take a long view. I continue to believe that the next investment bubble will form in these markets.

Tactically Strong

Global markets are speeding away from lows established earlier in the month, and there's no more talk of a breaks below serious support levels. Everyone is debating the resistance levels where the rally is supposed to stop--at least for now.

China's V-Shaped Recovery

Investors should seek exposure to the Chinese economy, which has shown the first signs of decoupling from the fate of the developed world and remainds one of the best places to invest in both bad and good economic times.

Indonesian Exposure

Exit polls indicate that President Susilo Bambang Yudhoyono secured enough votes to win a second term in Indonesia. I examine the challenges Yudhoyono faces in his second term as well as the Indonesian economy's long-term growth prospects.

Cutting Beta

For long-term investors, China continues to offer attractive long-term growth prospects and investors should view any pullback in Chinese equities as a buying opportunity. China's ports are poised for a turnaround; I discuss one of my favorites and examine its growth potential.

Going Nuclear

Nuclear power generation will play a vital role in meeting rising global demand. That nuclear power is a carbon-free source is only one factor in its rising profile; the operating economics are also highly competitive. Total global generation from nuclear sources is projected to grow close to 40 percent by 2030, with developing world countries such as China and India driving much of that growth.

Thoroughbreds

Unless an economic disaster takes place between now and the end of the year, China will deliver growth closer to 8 than 7 percent, and India should be able to register something close to 6 percent.

The End of the US Recession

The US recession, the deepest since WWII, should end at some point this summer. From our current vantage point, it appears that the prospects for global growth aren't as dour as many analysts predicted at the beginning of the year. And some countries, notably India, are poised to generate much of that growth over the next few years.

China Won't Save the World

China was never expected to be instrumental in helping economies avoid recession, contrary to an idea floated by people not well informed regarding the Chinese economy. What China could contemplate--and is in fact now doing--was to make sure its own economy would do well while contributing as much as possible to the avoidance of a total collapse of the financial system and the world economy.

Cautious Euphoria

The main drivers of the most recent gains have been the increase in liquidity and the fact that many money managers are trying to boost their quarterly performance numbers. A lot of money is being poured into the emerging space--emerging market funds have received USD20 billion in the past two months--with Asia a prime destination.