Eight firms earn at least one first-place position on the 2015 All-China Research Team, Institutional Investor’s sixth annual ranking of the nation’s leading sell-side equity analysts. Half the sector-topping performances can be traced to two firms: Bank of America Merrill Lynch and China International Capital Corp., with five victories each in the 20-sector survey. (A total of 15 firms are represented on this year’s team; click here to view the full list.)
BofA Merrill’s analysts are deemed the best in the two Consumer categories, Discretionary and Nondiscretionary, as well as in Industrials, Internet and Telecommunications.
CICC’s outperform all others in Banks, Economics, Infrastructure & Transportation, Insurance and Portfolio Strategy. The firm’s Junhua Mao is the only person to top two rosters this year, Banks (for a third year running) and Insurance (for the first time).
Two previously unranked researchers shoot straight in to the top of their respective rosters: BofA Merrill’s Yuanyuan (Tina) Long, in Consumer/Nondiscretionary, and Hong Liang of CICC, in Economics.
Listed below by sector are this year’s leading analysts:
Autos & Auto Parts
Jack (Yuhin) Yeung
Morgan Stanley
Banks
Junhua Mao
China International Capital Corp.
Basic Materials
Trina Chen
Credit Suisse
Conglomerates
Simon Cheung
Goldman Sachs (Asia)
Consumer/Discretionary
Chen Luo
Bank of America Merrill Lynch
Consumer/Nondiscretionary
Yuanyuan (Tina) Long
Bank of America Merrill Lynch
Economics
Hong Liang
China International Capital Corp.
Energy
Yu (Andy) Meng
Morgan Stanley
Health Care
Qiyong (Jack) Hu
Deutsche Bank
Industrials
Xiang Rong (Jacqueline) Li
Bank of America Merrill Lynch
Infrastructure & Transportation
Xin Yang
China International Capital Corp.
Insurance
Junhua Mao
China International Capital Corp.
Internet
Wai (Eddie) Leung
Bank of America Merrill Lynch
Metals & Mining
Ching Jen (James) Kan
Deutsche Bank
Portfolio Strategy
Hanfeng Wang
China International Capital Corp.
Public Utilities
Pierre Lau
Citi
Real Estate
Kam Keung (Oscar) Choi
Citi
Small- & Midcapitalization Stocks
Tak Hung (Eric) Lau
Citi
Technology
Leping Huang
Nomura
Telecommunications
Xinnian (Sydney) Zhang
Bank of America Merrill Lynch
The 2015 All-China Research Team reflects the opinions of nearly 790 investment professionals at more than 400 institutions that collectively manage an estimated $595 billion in Chinese equities.
