Yiannis G. Mostrous

Analyst Articles

Even after its solid performance so far this year, the Japanese market remains one of the world’s cheapest. The expectations bar has been set relatively low for Japanese corporate earnings growth; a pick-up in the global economy this year should boost these well-positioned plays in the country's retailing and real estate sectors. Read More

After a shaky 2011, the economic outlook this year for Brazil is more favorable. One sector sure to stand out in 2012 is banking, which never succumbed to the excesses that emerged in other countries. Read More

China’s imports are suffering as the country’s domestic economy slows, but fears over Chinese stocks are overblown. After months of weak overseas demand, China’s exports finally seem to be recovering—and the economy’s expected growth rate this year of roughly 8 percent is nothing to sneer at. Read More

China’s imports are suffering as the country’s domestic economy slows, but fears over Chinese stocks are overblown. After months of weak overseas demand, China’s exports finally seem to be recovering—and the economy’s expected growth rate this year of roughly 8 percent is nothing to sneer at. Read More