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World’s Top Analysts

Inside this issue

• Monetary policy at the US Federal Reserve provided a stimulus for a rally in shares while sectoral themes came to the fore

• Making the right call is as tough as ever; conditions across Europe is uneven as reality returns - -

Content

Industry leaders return to form

Raj Shah and Andrew Baxter find brokers’ analysts are back to the winning ways of 2006 and reflect on other trends from the FT/StarMine awards

Full tables from the three regions

The top brokerages, most productive brokerages, top 10 stock pickers and earnings estimators, and top three stock pickers and earnings estimators by industry. Click here for US, Europe and Asia results

Methodology: How StarMine compiled the 2011 awards

The Thomson Reuters company objectively measures the performance of analysts based on the returns of their buy/sell recommendations and the accuracy of their earnings estimates

US: Stock picking successes hinge on Fed

The reserve bank’s monetary policy provided a stimulus while sectoral themes came to the fore, writes Michael Stothard

US stock picker profile: Ethan Bellamy

The analyst’s time at Lehman Brothers informed his attitude towards the markets, but also helped him develop a host of useful contacts, writes Michael Stothard

Award for Excellence: Robert Napoli

For the winner of this year’s award, the boldest call of his career was a decision to upgrade consumer lenders during the depths of the financial crisis in 2008, writes Telis Demos

Asia: Continent excels in a year of two halves

Recovery from the aftermath of financial crisis has been rapid, says Robin Kwong

Asia’s top stock picker: Grant Chum of UBS

Grant Chum admits that his position as Asia’s top stock picker last year was at least partly the result of luck, writes Robin Kwong

Europe: Making the right call is as tough a job as ever

Expertise and knowledge mark out this year’s best performers, says Rob Budden

Europe’s top stock picker: Paola Pecciarini of Gruppo Banca Leonardo

The Italian’s early career ambitions were to be an engineer, but after an internship she has made her career in equity research, writes Robert Budden

US: biographies of top stock pickers and earnings estimators

Europe: selected biographies of top stock pickers and earnings estimators

Asia: selected biographies of top stock pickers and earnings estimators