Each year, after Institutional Investor has counted the votes and determined which sell-side analysts make the All-Asia Research Team, we invite survey participants to tell us what prompted them to support a particular person or group.
Listed below are responses we received about the leaders of some of this year’s top-ranked teams. Click on an individual’s name to view his or her squad’s full profile. Please note: Free site registration will be requested of anyone who hasn’t already signed up.
• Mulya Chandra and Sean Gardiner “help us make sense of fast-changing developments with a consistent and objective take on sector trends.”
• “Ridham Desai has a great ability to glean insights from heaps of data and has been especially helpful on the financials sector.”
• Kam Chung (Kenneth) Fong “was among the first to recommend taking profits after the stocks he picked outperformed massively. I follow his research calls very closely.”
• Young-Ah Han “has an amazing track record in calling stocks.”
• Sanjay Jain “gives good insights into the financials sector through the cycles, and his views and analysis are very useful.”
• Tak Hung (Eric) Lau and his associates “work very hard. They do a good job following through — and sometimes they even provide good ideas that make money.”
• Nicholas Lord and Sean Gardiner “are energetic, eager to engage and willing to share models.”
• Jasmine Lu has “great industry connections, rigorous channel checks and proactive recommendations.”
• Lourens Pirenc and his associates are “good at identifying market trends early.”
• Supavud Saicheua and Therapong Vachirapong have “the best understanding of what’s happening on the ground and the ability to look through the data to come up with counterconsensus calls,”
• “For his unmatched knowledge and unparalleled client service, Jody Santiago is always my first call.”
• Sakthi Siva is “really keyed in to the self-managed superfunds, which are important players in the region.”
• Bryan Song and Young-Ah Han ”offer in-depth analyses, interdisciplinary thematic reports and timely, action-oriented calls — the whole package.”
• Ting Min Tan and Stephen Hagger “are highly regarded locally, which translates to a unique ability to meet with top managements instead of just corporate investor relations people — and hence garner better insights.”
• Ran (Richard) Xu and Huaxiang (Edward) Xu “offer big-picture views, which are helpful for those of us not familiar with Chinese markets, and are prolific and diligent on company research.”
• Kewei Yang and his colleagues “substantiate and back up their models — you can take their numbers, change the assumptions and apply them to your own analysis. Their work is completely transparent and very useful.”
The 2016 All-Asia Research Team reflects the opinions of 3,760 investment professionals at 1,100 institutions that collectively manage an estimated $1.68 trillion in Asia (ex-Japan) equities.