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Yi Wang of Goldman Sachs, who was voted best real estate analyst for the first time in Asiamoney’s Brokers Poll 2009, says the Pearl River Delta and Yangtze River Delta regions will outperform the rest of the country in terms of price and transaction value.
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Citi energy analyst Graham Cunningham, who regains top spot in Asiamoney’s Brokers Poll, notes that Chinese oil companies are trading at a premium to global peers but says they ought to be viewed as China index stocks.
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Evelyn Moore, CLSA’s Dallas-based salesperson, says fund flows to Asia are set to rise after years of US-based investors being underweight on the region. It comes after she was voted best salesperson once again in Asiamoney’s Brokers Poll 2009.
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Christie Ju is optimistic about Chinese growth but says the high fixed asset growth is not sustainable. She picks up the award for best conglomerates analyst for the second year running in Asiamoney’s Brokers Poll 2009.
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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.
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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.