The 2016 All-Asia Research Team: Voters Share Their Views
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The 2016 All-Asia Research Team: Voters Share Their Views


Portfolio managers tell Institutional Investor what they like about top-ranked analysts on this year’s team.

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.


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