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Investing Topics: Asia

India’s Curse of Cash

By Yiannis G. Mostrous on Jan. 2, 2017
On Nov. 8, 2016, India’s Prime Minister Narendra Modi proved one more time that he’s not an ordinary politician when the government withdrew the legal-tender status of the 500- and 1,000-rupee currency notes. India’s decision to ban some currency has created problems, but only in the short term. The economy and market remain robust, and the coming volatility is an opportunity to buy.

Pivoting Defense Spending

By Yiannis G. Mostrous on Dec. 17, 2016
If the new administration lives up to its promises and increases the defense budget during its time in office, current equity valuations in the industry should be sustainable. But prospective investors should remember that the new administration’s first proposed budget will be for 2018, so the defense industry’s financial results won’t receive a bump until 2019. And not all companies will benefit to the same degree.

China and the World, Part 2

By Yiannis G. Mostrous on Oct. 3, 2015
Our current outlook calls for China’s economy to grow between 6.5 and 7 percent this year. We remain concerned about how domestic demand and the service sector will cope with deflationary pressures, but the Mainland economy appears to have stabilized. Investors should remain cautious in the near term.

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