Bin Li & team Morgan Stanley
The buy side says: “Li has an encyclopedic knowledge of the industry.”
The Morgan Stanley trio under Bin Li rules the roost for a fourth year running. “His research is highly reliable — he always asks about and focuses on the right yet difficult issues,” affirms one backer. The Hong Kong–based analysts follow 22 companies and are generally bullish: “After a nearly 50 percent correction in the offshore China health care sector in 2011, the major policy risks are largely priced in,” Li explains. “We think 2012 is a stock-picking year and believe companies with differentiated products and/or distribution models will outperform.” Recommendations include China’s Sinopharm Group Co., largely on the belief that the company is poised to deliver stable growth. Li, who holds an MBA from New York University, covered the sector for Merrill Lynch before joining Morgan Stanley in 2008. — Leslie Kramer
