By Yiannis G. Mostrous ANTWERP, Belgium–The world’s stock markets can rally in the short term, especially if the US economy doesn’t produce any big surprises to the downside. Investors should treat such a rally as tactical in nature and therefore steer clear of major portfolio restructuring. Read More

By Yiannis G. MostrousATHENS, Greece I expect that SRI readers are enjoying the summer. After all, history has shown that extensive investment moves during the summer–especially in August–have never been particularly successful. It also allows an opportunity to make necessary portfolio changes both tactically (i.e., leading… Read More

By Yiannis G. MostrousMYKONOS, Greece–I’m currently tucked away on a small but vibrant island in the Aegean Sea. Markets, wars and the other chaos that make up our daily lives seem quite distant. I hope you found the last issue of SRI, a Geopolitics &… Read More

Business, Investments And Politics In Central Asia“When everyone is dead, the Great Game is finished. Not before.” — Rudyard KiplingBy Yiannis G. MostrousOn an early September morning almost 10 years ago, more than 500 paratroopers from the US Army’s 82nd Airborne Division jumped… Read More

Business, Investments and Politics in Central AsiaOn an early September morning almost 10 years ago, more than 500 paratroopers from the US Army’s 82nd Airborne Division jumped into a battle zone near the Tien Shan Mountains (“Heaven Mountains”) along the China/Kyrgyzstan border in Central Asia. Their mission… Read More

By Yiannis G. MostrousATHENS, Greece–I have a friend here in Greece who works as a relationship manager in the private banking (i.e., high net worth individuals; in Greece, that means liquid assets above $1 million) section of a big Greek bank; let’s call him George. Another friend, Nikos,… Read More

By Yiannis G. MostrousATHENS, Greece–When my colleagues Elliott Gue, Ivan Martchev and I were offered the opportunity to write a book on the economic rise of Asia and the changes it would bring to the world, I insisted that a chapter on how geopolitical developments could affect economic… Read More

By Yiannis G. MostrousATHENS, Greece–The time has come. In two days–and if not then, probably in August–the Bank of Japan (BoJ) is expected to end its zero interest rate policy (ZIRP). And every talking head–myself included–has his or her own interpretation of the significance of ZIRP’s end, as… Read More