Asia Top Ideas Breakfast Series
On March 8, 2019, some of our top alpha generating analysts came together to share their latest views for the coming 2Q19 quarter in different industries including, energy, transportation, gaming and technology, to name a few. This was based on the index relative performance of their ratings changes. The format was a 5-minute lightning round pitch for each idea followed by a Q&A session.
Above, listen to Nomura Instinet’s Patrick Mohr’s views on MSCI index changes, and Ting Lu, our Chief China Economist’s, updates on his latest views regarding the China economy.
To watch each of the analyst’s pitches, click on the links below.
Mr. Lu Ting, Chief China Economist
Mr. Jialong Shi, Head of China Internet Sector
Ms. Emily Lee, Hong Kong/China Consumer Sector
Ms. Cara Song, Korea Consumer Sector
Mr. Lin Chen, Head of Greater China Energy Sector
Contributor
Ting Lu
Chief China Economist
Patrick Mohr
Nomura Instinet Index Specialist
Jialong Shi
Head of Internet Research, China
Emily Lee
Hong Kong/China Consumer Sector
Cara Song
Korea Consumer Sector
Lin Chen
Head of Greater China Energy Sector
Chris Chang
IT Hardware/Display and Mobile Game Sector
Jamie Wang
Greater China Materials
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