Institutional Investor's Alpha Magazine - July/August 2008 - (Page 46)

Top Asian Analysts Hedge Funds’ Top Asian Analysts Alpha retabulated the results of Institutional Investor’s 2008 All-Asia Research Team, counting only votes cast by hedge funds. Twenty-ﬁve sectors produce winners; in 11 of these the ﬁrst-place teams differ from those in the overall survey. Industries Autos & Auto Parts Charles Cheung & team Citi SECOND TEAM Kate Zhu & team Metals & Mining Rajeev Das, Song Shen & team Goldman Sachs SECOND TEAM Trina Chen & team Technology/ Semiconductors Donald Lu & team Goldman Sachs SECOND TEAM Daniel Heyler & team Singapore Jit Soon Lim & team Citi SECOND TEAM Rick (Kar-Bun) Loo & team Goldman Sachs Credit Suisse THIRD TEAM Andrew Driscoll & team Merrill Lynch THIRD TEAM Andrew Lu & team Citi RUNNER-UP Jeong Jun Park, Morgan Stanley THIRD TEAM Young Chang, Henry Wu CLSA RUNNERS-UP James Clarke & team South Korea Chanik Park & team Morgan Stanley SECOND TEAM Michael Chung & team Citi THIRD TEAM Young Chang & team UBS RUNNERS-UP Seok Yun & team & team UBS RUNNERS-UP Geoff Boyd & team CLSA; Rajeev Das & team Goldman Sachs Deutsche; Glyn Lawcock, Ghee Peh & team UBS Bhavin Shah & team JPMorgan Telecommunications Helen Zhu & team Goldman Sachs SECOND TEAM Suresh Mahadevan, Oil & Gas Kelvin Koh & team Goldman Sachs CLSA RUNNERS-UP Graham Cunningham Banks & Other Financials Roy Ramos & team Goldman Sachs SECOND TEAM Sunil Garg & team SECOND TEAM Thomas Wong & team UBS Jinjin Wang & team UBS THIRD TEAM Anand Ramachandran THIRD TEAM Hernán Ladeuix & team JPMorgan THIRD TEAM Morgan Stanley RUNNERS-UP Daniel Tabbush & team & team Citi Credit Suisse; Terence Lim & team Goldman Sachs; Scott Seo & team JPMorgan; Zayong Koo & team Lehman; Bryan Song & team Merrill Lynch RUNNERS-UP Jeff Kahng, Colin McCallum Taiwan Henry King & team Goldman Sachs SECOND TEAM Kenneth Chen & team UBS THIRD TEAM Sophia Cheng & team & team Citi; Cheng Khoo & team Lehman & team Credit Suisse; Paul Wuh & team Lehman CLSA; Lucy Feng, Michael Siu & team Lehman; Alistair Scarff & team Merrill Lynch; Sally Ng, John Wadle & team UBS Power Pierre Lau & team Citi SECOND TEAM Ivan Lee & team Lehman THIRD TEAM Franklin Chow & team Transportation Thomas Kim & team Goldman Sachs SECOND TEAM Charles de Trenck & team Merrill Lynch RUNNERS-UP Peter Kurz & team Citi; Conglomerates Christie Ju & team Merrill Lynch SECOND TEAM Michael Warren & team Goldman Sachs RUNNER-UP Simon Lee & team Citi THIRD TEAM Damien Horth & team UBS RUNNERS-UP Paul Dewberry & team Bernard Liu & team JPMorgan Thailand Sriyan Pietersz & team JPMorgan Morgan Stanley Goldman Sachs THIRD TEAM Anil Daswani & team Citi RUNNERS-UP Cusson Leung & team Property Wendy Koh, Tony Tsang & team Citi SECOND TEAM Anthony Wu & team Merrill Lynch; Chin Lim & team Morgan Stanley Credit Suisse; Steven Li & team JPMorgan; Robert Hart & team Morgan Stanley Countries & Regions China Frank Gong & team JPMorgan SECOND TEAM Thomas Deng, Kelvin Koh Strategy & Economics Economics Duncan Wooldridge & team UBS SECOND TEAM Michael Buchanan, Goldman Sachs THIRD TEAM Christopher Gee & team Consumer Marisa Ho & team Credit Suisse SECOND TEAM Angela Moh & team JPMorgan RUNNERS-UP Aaron Fischer & team CLSA; Clifford Lam & team Credit Suisse; Alastair Gillespie, Eric Wong & team UBS Morgan Stanley THIRD TEAM Vineet Sharma & team JPMorgan RUNNERS-UP Ally Park & team Citi; Technology/Hardware Henry King & team Goldman Sachs SECOND TEAM Kirk Yang & team Citi THIRD TEAM (TIE) Warren Lau & team & team Goldman Sachs THIRD TEAM Lan Xue & team Citi RUNNERS-UP Vincent Chan & team Credit Suisse; David Clark & team Deutsche; David Cui & team Merrill Lynch Hong Liang & team Goldman Sachs THIRD TEAM Michael Spencer & team Deutsche RUNNERS-UP Kok Peng Chan, Xing Dong Chen & team BNP Paribas; Eric Fishwick & team CLSA; Frank Gong & team JPMorgan; Chetan Ahya & team Anne Ling & team Deutsche; Joshua Lu & team Goldman Sachs; Denise Chai & team Merrill Lynch; Heather Lee, Erica Poon Werkun & team UBS Hong Kong Dickson Ho & team Morgan Stanley SECOND TEAM Clifford Lam & team Morgan Stanley Macquarie; Jasmine Lu & team Morgan Stanley RUNNERS-UP Ming-Kai Cheng & team Equity Strategy Christopher Wood & team CLSA SECOND TEAM Timothy Moe & team Credit Suisse THIRD TEAM Michael Warren & team Health Care & Pharmaceuticals Credit Suisse SECOND TEAM Visalakshi Chandramouli CLSA; Ernest Fong & team Credit Suisse; Bhavin Shah & team JPMorgan; William Dong & team UBS Goldman Sachs RUNNERS-UP Anil Daswani & team Citi; Goldman Sachs & team Merrill Lynch THIRD TEAM Vicky Yun Chen & team UBS Technology/ IT Services & Software Richard Ji, Vipin Khare & team Morgan Stanley SECOND TEAM Surendra Goyal & team Steven Li & team JPMorgan; Cheng Khoo THIRD TEAM Markus Rosgen & team Citi RUNNERS-UP Adrian Mowat & team & team Lehman; Andrew Look & team JPMorgan; Sakthi Siva & team UBS UBS Media James Mitchell & team Goldman Sachs SECOND TEAM India Sandeep Bhatia & team UBS SECOND TEAM Aditya Narain & team Citi THIRD TEAM Ridham Desai & team Small-Cap Companies John Tang & team JPMorgan SECOND TEAM Eddie Lau & team Citi THIRD TEAM Kenny Lau & team Citi Richard Ji, Andrew McLeod & team Morgan Stanley THIRD TEAM Marisa Ho & team Credit Suisse RUNNER-UP Jason Brueschke & team Citi Morgan Stanley RUNNERS-UP Prabhat Awasthi & team Credit Suisse Lehman; Jyoti Jaipuria & team Merrill Lynch although given the current cost of oil, market participants don’t seem to agree. “In the short term the only thing that matters for Asian stock markets is the price of oil,” says Wood. In 1992, Wood astutely analyzed the bursting of the Japanese bubble and the lingering economic malaise that would follow. These days he is saying the center of gravity 46 • INSTITUTIONAL INVESTOR’S ALPHA • JULY/AUGUST 2008 of the world economy is moving from West to East — a forecast that has not been lost on the hedge fund players ﬂocking to Asia. The ranking was compiled by Associate Editor WeiQing Lu under the guidance of Assistant Managing Editors Sathya Rajavelu and Tom Johnson and Senior Editor Jane B. Kenney.

Table of Contents Feed for the Digital Edition of Institutional Investor's Alpha Magazine - July/August 2008

Institutional Investor's Alpha Magazine - July/August 2008 Contents Letter from the Editor Longs & Shorts Pension Corner: Mr. Big Goes Small The Good Guys: Adopt This School! Interview: Man's Great Hope Cover Story: The Gentleman Activist Strategies: The New Bankers Profile: Staying Alive Research Center: The Best of the East The Asian Sensations Alpha Bytes: Into the Light Unhedged: Commentary: Speculating on Washington

Institutional Investor's Alpha Magazine - July/August 2008

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