Yiannis G. Mostrous

Analyst Articles

 I started covering Standard Chartered (London: STAN, OTC: SCBFF) in late 2008 on the premise that banks are one of the best investment vehicles to gain exposure to emerging markets. After all, the banking industry is involved with the lifeblood of every economy, acting as a facilitator of economic activity (via… Read More

Although China’s government had previously broadcast its intent to target slower GDP growth, the global markets were still caught by surprise this week when Premier Wen Jiabao announced a lower target for growth in 2012. China’s economic growth may slow in the near term, but its long-term growth story remains intact. Read More

The Indian pharmaceutical industry is about to enter a consolidation cycle in which the largest players will increase their dominance of the Subcontinent’s fragmented domestic market. But our favorite Indian drugmaker is not only gaining market share at home, it derives the majority of its revenue from overseas. Read More