EM Polls and Awards

The CLSA analyst gets a kick out keeping abreast of the volatility in the internet market, trying to pick the stocks most likely to outperform.

Xiaopo Wei, the second-year winner of both consumer analyst categories at CLSA, discusses the need to dig deeep into underlying numbers to draw out winning picks.

The region's perenially popular strategist explains why he favours Southeast Asian equity markets, but is concerned about the impact of a struggling China.

The Jefferies-employed telecom analyst feels that the rise of low-end smartphone commoditisation and the importance of dual mode handsets is underpinning the success of industry challengers in China.

Leung of Jefferies has found it difficult to judge the shipping market in 2012, but feels that while valuations are very cheap the current volatility will continue into 2014.

Credit Suisse's Trina Chen has benefited from having the coverage of her convictions, and is particularly concerned about the outlook for Chinese cement.

Yang of Barclays impressed for his bold call that a set of Taiwanese electronics suppliers to Apple would do well this year. Followers of his advice would have done very well indeed.

Laban Yu has impressed this year's voters for his bold calls on China's coal sector, along with a light-hearted yet comprehensive understanding of the country's oil and gas needs.

This year's Brokers Poll witnessed a 33.5% rise in valid responses compared to 2011. A rising number of non-Asian investors particpated too, indicating the increasing global attraction of Asia to fund managers around the world.

The Hong Kong-founded bank was the most impressive rise in our latest Brokers Poll rankings, courtesy of much higher investor votes for both its research and sales capabilities. Anthony Chan reports.

A marked increase in overall responses in our latest Brokers Poll contained large numbers of investors with smaller amounts of asset under management, increasing their participation rates in the poll as a whole.

UBS economist Tao Wang discusses how China could enjoy a modest economic recovery in 2013, with the federal government enjoying enough financial flexibility to help fund indebted state-owned enterprises if necessary.