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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.
  • 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.