Brady Martin’s Citi team, which rises one rung to second place, is “a valuable resource for international investors,” declares one money manager. Another credits the crew with being “prepared to voice contrarian views.” Based in Poland, Russia, South Africa and Turkey, the four analysts track a total of 40 stocks in this sector and in Consumer/Nondiscretionary, where they also claim the No. 2 spot. They are mostly cautious, “given the slowdown in consumption trends we are seeing in most major markets we cover,” Martin says. Exceptions include Poland’s LPP, a clothing designer and distributor, and M.Video, a consumer-electronics retailer headquartered in Russia. — Pam Baker |
Industries – Consumer/Discretionary: Second