EM Polls and Awards

Goldman Sachs analyst Henry King cites research saying that as macro momentum resumes, hardware benefits most in the tech universe. The winner of best technology hardware and equipment analyst in Asiamoney’s Brokers Poll 2009 is particularly bullish on the computer segment.

Helen Zhu of Goldman Sachs, who wins best telecoms analyst for the third year in Asiamoney’s Brokers Poll, says Thai firms should benefit from regulatory changes, while China Unicom and Taiwan Mobile offer upside.

Citi’s Pierre Lau, voted best utilities analyst for the third year in Asiamoney’s Brokers Poll, notes that while power demand in 2009 should equate to stronger year-on-year growth for utilities firms next year, there are concerns about inflation, which could bring about higher fuel costs.

The man voted top regional strategist for the sixth time in Asiamoney’s Brokers Poll believes Asia is decoupling from the west but that regional economies could overheat unless governments tighten monetary policy.

From the seizure of capital markets to the re-emergence of liquidity, Asia’s banking sector has been on a round-trip. J.P. Morgan’s Sunil Garg, voted best bank analyst for the fourth year running in Asiamoney’s Brokers Poll, believes corporate cap-ex will be the next big trend.

Citi’s Andrew Lu has been encouraged to cover a small cap company in Taiwan that manufactures touch panels as he believes they could feature in 50% of the computers made in the next three-to-five years.

CLSA boasted the largest number of analysts voted top for their areas of coverage in Asiamoney’s Brokers Poll 2009. Both Citi and Goldman Sachs performed creditably too, although UBS names were notable for their absence.

Asiamoney is pleased to invite you to pitch for our 2009 Regional Deal & Investment Bank of the Year awards for ex-Japan Asia.

In the largest brokers poll yet conducted by ASIAMONEY, CLSA has once again taken the crown for its regional research and sales. Macquarie comes first in Australia, and Nomura leads the rankings in Japan.

The Hong Kong-based brokerage's overall research and sales continues to impress a broad base of Asian investors, while Macquarie remains the outstanding Australian brokerage and Nomura holds steady at the top in Japan.

Asiamoney is pleased to invite you to pitch for our 2009 Regional Deal & Investment Bank of the Year awards for ex-Japan Asia.

Export-Import Bank of Korea (Kexim), Amount: $2 billion, Bookrunners: Citi, Deutsche Bank, HSBC, Merrill Lynch, Royal Bank of Scotland