Yiannis G. Mostrous

Analyst Articles

At the end of 2008 everyone was certain that investments in resource stocks were dead money, but 2009 proved to be one of the sector's best years. The question now is whether the run will continue. Read More

Although long-term fundamentals and secular trends in China remain sanguine, skeptical investors remain concerned that runaway inflation in the wake of the government’s massive stimulus efforts could force monetary authorities to clamp down on growth. Here’s our resident expert’s take on the situation. Read More

Inflows to commodities-related stocks remain robust, as the whole spectrum of the investment community--from individual investors to money managers and hedge funds--remain extremely bullish on the prospects for commodities. Read More

Recently analysts have unleashed an avalanche of upgrades for companies in the mining sector, coinciding with higher price forecasts for a wide range of metals. The main reasons for this upsurge in optimism are strong economic growth in China and an anticipated restocking of materials in developed nations. Read More

Recently analysts have unleashed an avalanche of upgrades for companies in the mining sector, coinciding with higher price forecasts for a wide range of metals. The main reasons for this upsurge in optimism are strong economic growth in China and an anticipated restocking of materials in developed nations. Read More

It’s no secret to the Internet community that China is the major battlefield for the top companies in almost all the aspects of the business. Search, e-commerce and gaming are the primary areas of contest, with search being the most viable. Read More

It’s no secret to the Internet community that China is the major battlefield for the top companies in almost all the aspects of the business. Search, e-commerce and gaming are the primary areas of contest, with search being the most viable. Read More

Expect a near-term pullback in resource stocks. I examine key developments in the iron ore industry and what the implications are for our portfolio holdings. Read More

Expect a near-term pullback in resource stocks. I examine key developments in the iron ore industry and what the implications are for our portfolio holdings. Read More