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Global Top Cat

Japan 2014: Follow the Arrows to Japan’s Deliverance

By Yiannis G. Mostrous on Dec. 31, 2013

Investors looking to profit from the changes under way in Japan’s economy should focus on the beneficiaries of Prime Minister Shinzo Abe’s “three arrows” of fiscal stimulus, monetary easing and structural changes to the labor market and economy. Our favorites: real estate, financial stocks and drugstores.

Chinese Internet Stocks: A Web of Buys

By Yiannis G. Mostrous on Oct. 7, 2013

Unlike the infamous Pets.com and other casualties of the tech bust in 2000--outfits that generated more hype than profits--many of today’s Internet companies have developed profitable business models and are here to stay. But this growth story is far from over, especially in China, the world’s quintessential emerging economy.

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