Nomura

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

Contributors

  • 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

Suggested views

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