By Yiannis G. MostrousFALLS CHURCH, Va.–Sentiment in global markets remains basically unchanged: It’s a fairly bullish attitude built on expectations for a relatively smooth slowdown in the global economy and, consequently, solid performance for the financial markets. There’s also a secondary view, expressed here previously, that markets will… Read More

By Yiannis G. MostrousFALLS CHURCH, Va.–It can be dangerous for investors to be sitting on positions that have achieved all-time highs. And that’s what’s happening in Asia: The MSCI All Country Asia ex-Japan Index, the region’s benchmark, recently surpassed its previous record, established 12 years ago.Although… Read More

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

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

Editor’s Note: A weekly publication, SRI doesn’t take any breaks. That said, it seems to me that long holiday weekends like Thanksgiving and New Year#s offer opportunities for some thinking and reflecting, which I plan to do. Consequently, issues that fall during holiday weekends are a bit shorter than normal,… Read More

By Yiannis G. MostrousFALLS CHURCH, Va.–As 2006 draws to an end, I’ll gradually review the main themes that have been driving SRI’s investment decision-making this year. The majority of my recommendations are based on long-term themes enhanced and altered according to the opportunities presented by the markets. Special… Read More

By Yiannis G. MostrousFALLS CHURCH, Va.–Today I’m taking a quick look at the results reported so far by companies in the SRI Portfolio. Those recommendations not covered below have either been discussed in previous issues or have yet to report third quarter results. Singapore Telecommunications: most-recent… Read More

By Yiannis G. MostrousFALLS CHURCH, Va.–As I noted last week, earnings for US-based corporations continue to come in quite strong. What#s impressive about the positive news is that it’s happening even as US GDP growth registered one of its lowest readings (1.6 percent) since the first quarter of… Read More