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Wednesday, February 8, 2012

Power Profile: Helen Zhu, Goldman Sachs

Position: Helen is the chief China equity strategist within the Global Economics, Commodities and Strategy Research Department.

Location: Central, Hong Kong

Education: Bachelors degree in electrical engineering and computer science at the Massachusetts Institute of Technology

Professional Background: 
Helen began her career in investment banking with Donaldson Lufkin & Jenrette in their New York and Hong Kong offices. Prior to joining Goldman Sachs in 2006, Helen was a director of telecom research at ABN AMRO. She began at Goldman covering China as well as Asian telecom stocks. In 2008, she was named a Managing Director.

Helen was named the top technology, media & telecom (TMT) analyst in the Institutional Investor's 2010 All-China Research Team. News Release [Institutional Investor]

In the News:
February 6th, 2012: GS Raises Forecast for Chinese Stocks in Hong Kong After Rally [Bloomberg]

“Valuation is low, we have passed the bulk of earnings cut and positioning is still light enough that many investors still have a ‘buy on dips’ mentality,” Zhu said in the report. 

A View From Asia: Helen Zhu
  • From the Goldman Sachs website, these are three videos in which Helen Zhu discusses China's economy and the new 5 year plan, social housing in China, and China's investors.
China's CSI 300 May Rise 30% in 2012, Goldman Says [Bloomberg]
  • Helen Zhu speaking with Susan Li on Bloomberg Television's "First Up."

1 comment:

  1. saw you today at CNBC
    what do you think that China wants to move HK airport to BaiYuan airport?