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

Mr. Chris Chang, IT Hardware/Display and Mobile Game Sector

Mr. Jamie Wang, Greater China Materials

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

Disclaimer

This content has been prepared by Nomura solely for information purposes, and is not an offer to buy or sell or provide (as the case may be) or a solicitation of an offer to buy or sell or enter into any agreement with respect to any security, product, service (including but not limited to investment advisory services) or investment. The opinions expressed in the content do not constitute investment advice and independent advice should be sought where appropriate.The content contains general information only and does not take into account the individual objectives, financial situation or needs of a person. All information, opinions and estimates expressed in the content are current as of the date of publication, are subject to change without notice, and may become outdated over time. To the extent that any materials or investment services on or referred to in the content are construed to be regulated activities under the local laws of any jurisdiction and are made available to persons resident in such jurisdiction, they shall only be made available through appropriately licenced Nomura entities in that jurisdiction or otherwise through Nomura entities that are exempt from applicable licensing and regulatory requirements in that jurisdiction. For more information please go to https://www.nomuraholdings.com/policy/terms.html.

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