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2010 All China Research Team
Overview | Leaderboard | Leading Analysts | Top Winners | Weighted Results | What Investors Want | Firm Index | Analyst Index | Methodology | View Article |


Overview

NOMURA IS NO. 1 IN CHINA RESEARCH

China's equity markets have been having a hard time finding their footing lately. The benchmark Shanghai Stock Exchange composite index, which skyrocketed 80 percent in 2009, tumbled more than 20 percent in the first five months of this year. Economic policies designed to cool off China's booming housing market, including an increase in mortgage rates and down-payment requirements, and tighter government restrictions on bank lending have thrown the markets off-kilter.

The downturn in China's equity markets stands in stark contrast to the nation's economic expansion. Year-over-year gross domestic product growth surged nearly 12 percent in the first quarter, prompting the Asian Development Bank to raise its forecast for China's 2010 growth from 8.9 percent to 9.6 percent.

With China offering such enviable economic performance but so much uncertainty over the impact of present and future policy changes on the nation's equity markets, it’s not surprising that investors are clamoring for research and insight into what has become arguably the world's most important economy. Portfolio managers say the firm that does the best job of publishing the type of research they find most valuable is Nomura, which leads Institutional Investor's inaugural All-China Research Team ranking.

Nomura claims 14 total team positions, five more than the two firms that tie for second place: Citi and Goldman Sachs (Asia). In fourth place, with eight positions, is BofA Merrill Lynch Global Research, followed by Deutsche Bank, with six positions. Results are based on responses from 1,300 investment professionals at more than 560 institutions managing an estimated $704 billion in Chinese equities.

To view the complete list of winning firms, click on the Leaderboard tab above.

To view the winning teams in each of the survey’s 15 sectors, click on Top Winners.

For information about how this ranking was compiled, click on Methodology.

The Leading Analysts rankings are available to subscribers only. Click here to subscribe for more detailed results.


For information about our detailed Research Team reports, please contact Alyssa Walker at awalker@iiresearchgroup.com.



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