EM Polls and Awards

ASIAMONEY is pleased to present all of the best regional analyst profiles for the Brokers Poll 2010 in one article.

The Hong Kong-based brokerage has been voted top for equities sales and research for the fourth-year running, an especially impressive feat given the increased focus all international banks are placing on the region. Its next challenge is to successfully execute its merger with Citic.

Global interest rates are too low, and asset-based companies stand to gain, according to Lim Kok Ann, managing director of group institutional business for Singapore’s DBS Vickers Securities. The brokerage house, which was voted top firm in Singapore in our annual poll, is also eyeing expansion in North Asia.

A number of Australian blue chips will look to buy up business offshore next year, predicts Martin Dacron, head of Macquarie Securities Group Australia, in an interview with Asiamoney.com.

The top economist for Asia says that the country's working population will begin a protracted decline from 2014, and this is pushing the government's desire to improve consumption and local wages.

CLSA’s perennially top-ranked Asia strategist Christopher Wood believes that quantitative easing in the US will keep driving regional stock valuations upwards, but that this is a strong investment trend that Asian investors can benefit from.

The top-ranking materials analyst for Asia tells asiamoney.com that China's shift from exports to consumption will slow the demand for commodities, and that it's wise to focus on companies with strong margins.

The region's leading utilities analyst believes that the various forms of renewable energy have become an integral part of energy generation in Asia, with wind power in China possessing particularly strong appeal.

The three-time winner of ASIAMONEY Brokers Poll's best consumer staple analyst award believes that China's largest food and beverage companies will continue to gain market share as a result of economies of scale.

China's discretionary goods sector is generally improving but outperforming the market requires bottom-up research and effective stock picking, says Xiaopo Wei, the region's top consumer discretionary analyst.

Graham Cunningham, the leading energy analyst in Asia according to ASIAMONEY's latest Brokers Poll, says that fixed assets and commodities stocks will benefit amid extremely loose monetary policy and the potential of inflation.

Laurence Balanco, the region's best quantitative/technical analyst according to ASIAMONEYs Brokers Poll, believes that Asia markets should continue to climb into early next year, with Thailand and A-shares particularly strong performers.