The Capitalist Times
Yiannis 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: The Silk Road to Riches: How You Can Profit by Investing in Asia's New found Prosperity and The Rise of the State: Profitable Investing and Geopolitics in the 21st Century. Both books were published by FT Press.
Entering 2018, mining stocks have the potential for a third year of positive returns. The last time the sector pulled this off was during the go-go years of 2003-2007, notes international expert Yiannis Mostrous, editor of Capitalist Times.
On a price to book metric (a long-term favorite here when looking for value in emerging markets, especially Asia), the energy sector trades at a 50 percent discount to its 20-year average, suggests Yiannis Mostrous, international investing expert and editor of Capitalist Times.
This is an aging bull market and a point at which bubbles start to form. If history is any guide, the time before a collapse can vary from some months to a couple of years, cautions global investing expert Yiannis Mostrous, editor of Capitalist Times.
The big positive in Europe is that more countries have been growing faster than expected. Therefore, current economic strength can be sustained, although probably without much more acceleration, into next year, notes Yiannis Mostrous, global expert and editor of Capitalist Times.