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Xiaopo Wei, the second-year winner of both consumer analyst categories at CLSA, discusses the need to dig deeep into underlying numbers to draw out winning picks.
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The Jefferies-employed telecom analyst feels that the rise of low-end smartphone commoditisation and the importance of dual mode handsets is underpinning the success of industry challengers in China.
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The region's perenially popular strategist explains why he favours Southeast Asian equity markets, but is concerned about the impact of a struggling China.
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The CLSA analyst gets a kick out keeping abreast of the volatility in the internet market, trying to pick the stocks most likely to outperform.
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Leung of Jefferies has found it difficult to judge the shipping market in 2012, but feels that while valuations are very cheap the current volatility will continue into 2014.
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Goldman Sachs' China banks analyst has teased out an answer to one of the biggest questions overhanging lenders in the country: the state of their bad debts. His insight has evidently gone down with investors, given his top ranking among bank analysts.