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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




