ymostrous, Author at Capitalist TimesCapitalist Times

Yiannis G. Mostrous

Yiannis G. Mostrous, an editor of Capitalist Times, has been writing for financial publications for more than 10 years identifying investment opportunities in international markets, with an emphasis on the Asia-Pacific region.

He’s also the lead author of two books on the structural trends that are reshaping global markets:

Articles

World Markets: Bubble Time

By Yiannis G. Mostrous on Sep. 16, 2017

Investment correlations that favored passive investment strategies are likely to break down while the bull market nears its end, favoring strong pickers. Look to emerging markets for some of the best opportunities.

Europe’s Synchronized Growth

By Yiannis G. Mostrous on Jul. 31, 2017

Four months into the year and the global economy is in the midst of synchronized growth that should allow it to grow around 3.5 percent this year. China’s solid growth, India’s recovery after the monetarization jitters and the eurozone’s stronger-than-expected growth have been the catalysts for the strong showing this year.

Europe: Things are Good

By Yiannis G. Mostrous on Jul. 28, 2017

The current policies of the ECB were designed to fight deflation and financial fragmentation in the eurozone. Currently, though, stronger economic activity, easier access to credit, lower borrowing rates and weakening deflation pressures open the door for tightening, even if only gradual in nature.

Mining: Buying the Dip

By Yiannis G. Mostrous on Jun. 19, 2017

The recent weakness in the market, and the mining sector in particular, is an opportunity to re-enter. And two of our favorites are now members of the Wealth Builders Portfolio.

The Market Investors Love to Hate

By Yiannis G. Mostrous on Jun. 8, 2017

China is the stock market investors love to hate. The conversations are always about what could go wrong and rarely what could, or will, go right. And yet China’s equities have outperformed emerging markets during the past one-, three- and five-year periods. For the past year, we’ve made the case that cyclicals and growth names should be the focus when investing in China.

Mining: A Volatile New Cycle

By Yiannis G. Mostrous on May. 29, 2017

For some time, mining companies thought diversifying their portfolios was the best way to improve cash flow stability and protect themselves from natural resources cycles and increased volatility. That hasn’t worked, at least not as expected.

Global Synchronized Growth: Favor China & Europe

By Yiannis G. Mostrous on Apr. 27, 2017

The data continues to point to synchronized global growth. Specific trends from China and recent European electoral results point to these areas as two worthy of your investment attention.

French Elections and European Markets

By Yiannis G. Mostrous on Apr. 23, 2017

Investors rightly worry that a Le Pen victory could change the euro picture overnight and cause initially hazardous reaction (e.g. European stock markets fall 20-30 percent). Other regions won’t escape such a sell off. Remember that the S&P 500 fell close to 20 percent in May 2011 when fears of Greece exiting the eurozone surfaced. Our view is less alarmist.

Europe: Enter France

By Yiannis G. Mostrous on Mar. 19, 2017

Results from the recent Dutch elections removed one engine of political uncertainty in the eurozone. Will this year's remaining European electoral calendar echo this outcome and release an economy ready to accelerate?

China: The Year of the Rooster

By Yiannis G. Mostrous on Feb. 27, 2017

China is the stock market investors love to hate. The conversations are always about what could go wrong in China and rarely about what will go right. And yet Chinese equities outperformed other emerging markets during the past one-, three- and five-year periods.

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Yiannis G. Mostrous

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Yiannis G. Mostrous