Angela Moh & teamMorgan StanleyFirst-place appearances: 4Total appearances: 15
Team debut: 2001
Angela Mohand her Morgan Stanley crew mark their 15th consecutive appearance on this roster with their best showing since 2010, leaping from runner-up to capture second place. From their bases in Australia, Hong Kong, India, Singapore and South Korea, the nine analysts track some 90 regional consumer stocks, with plans to increase reporting on Chinese equities, including A shares. Although lower commodities costs have generally been a boon to the sector, Moh says, growth in online shopping has pressured offline retailers. As a result, “our top picks include companies that have improved earnings visibility and cash flows, new initiatives and products to deliver margin expansion and increased returns,” she explains. Her squad cites as prime examples Coca-Cola Amatil, an Australian bottler; South Korean food and life sciences company CJ CheilJedang Corp.; and United Spirits, an alcoholic beverages producer headquartered in India. “Moh’s team is comprehensive in its coverage, including news and company updates,” cheers one backer.