The 2014 All-Asia Research Team: Hong Kong, No. 3: Anil Daswani & team
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The 2014 All-Asia Research Team: Hong Kong, No. 3: Anil Daswani & team

Anil Daswani & team Citi First-place appearances: 3

Total appearances: 10

Team debut: 2003 Anil Daswani and his 17-strong Citi troupe tumble from first place to third. Even so, “their research always makes for an interesting read,” one loyalist attests. Daswani also directs a troupe that merits a runner-up position in Gaming & Lodging this year, and his team in this sector has embraced Macau casinos. For example, among the 90 local companies the Hong Kong–based analysts cover, Galaxy Entertainment Group remains a favorite, and investors applaud their persistence. The team has frequently highlighted its positive view on the hotel and entertainment facilities operator, citing its new building developments in Macau and the neighboring Hengqin Island. And the share price has rewarded their confidence. During the 12 months through late April, it nearly doubled, rising to HK$67.50, while Hong Kong’s broad market inched up 2.2 percent. Another name the squad prefers is Hutchison Whampoa, which the researchers elevated from neutral to buy in October. They believed that ongoing growth in consumer demand would be a boon for the multifaceted conglomerate’s diverse retail operations, which already were highly profitable. By mid-April, Hutchison Whampoa’s stock had climbed 12.6 percent, to HK$106.30, besting the Hong Kong broad market by 11.4 percentage points.

See also Anil Daswani's profile in the 2013 All-Asia Research Team and the 2012 All-Asia Research Team.

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