EM Polls and Awards

Foreign exchange flows will continue to drive up the price of commodities, benefiting Indonesia’s palm oil and coal sectors, says local brokerage Mandiri Sekuritas. It is also bullish on the construction sector, which is set to gain from Indonesian infrastructure development.

Pakistan’s oil and fertilizer stocks look best poised to gain from a continued rally of stock prices into next year, predicts Atif Malik, head of international sales at JS Global Capital. But the market is still waiting for the return of leverage products.

A favourable market outlook and a weaker yen will encourage investors to place their money in Japanese exporters next year, says the Japanese brokerage’s co-head of equity sales.

The country will see a surge in stock market liquidity and a property market recovery as a result of negative interest rates and increased bank lending, says Jason Yu, head of research at Samsung Securities. He is also positive on the consumer, technology and financial sectors.

Kotak Securities' co-head of institutional equities Sanjeev Prasad believes that infrastructure, energy and technology stocks stand to gain from Indian government policy changes in the coming year.

A wave of Chinese industrial and consumer companies are set to debut in Hong Kong’s equity market next year, says China Construction Bank International Securities. The brokerage intends to add to its resources to gain more business in an increasingly competitive market.

We are pleased to release the extended results of the ASIAMONEY Brokers Poll 2010, including the region's best analysts and analyst teams, top hedge fund services and prime broking banks, and the best domestic brokerages.

ASIAMONEY is pleased to present all of the best regional analyst profiles for the Brokers Poll 2010 in one article.

The Hong Kong-based brokerage has been voted top for equities sales and research for the fourth-year running, an especially impressive feat given the increased focus all international banks are placing on the region. Its next challenge is to successfully execute its merger with Citic.

Global interest rates are too low, and asset-based companies stand to gain, according to Lim Kok Ann, managing director of group institutional business for Singapore’s DBS Vickers Securities. The brokerage house, which was voted top firm in Singapore in our annual poll, is also eyeing expansion in North Asia.

A number of Australian blue chips will look to buy up business offshore next year, predicts Martin Dacron, head of Macquarie Securities Group Australia, in an interview with Asiamoney.com.

The top economist for Asia says that the country's working population will begin a protracted decline from 2014, and this is pushing the government's desire to improve consumption and local wages.