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.
Chief China Economist
Nomura Instinet Index Specialist
Head of Internet Research, China
Hong Kong/China Consumer Sector
Korea Consumer Sector
Head of Greater China Energy Sector
IT Hardware/Display and Mobile Game Sector
Greater China Materials