Here are some of the facts, figures and highlights of the 2016 Emerging Europe, Middle East & Africa Research Team, Institutional Investor’s annual ranking of the region’s leading sell-side analysts.
Most popular crews (as measured by number of votes cast):
• David Hauner & team, Bank of America Merrill Lynch, Economics
• Haim Israel, Cesar Tiron & team, Bank of America Merrill Lynch, Technology, Media & Telecommunications
• Anton Fedotov, Karen Kostanian & team, Bank of America Merrill Lynch, Oil & Gas
• Jason Fairclough, Eduard Faritov & team, Bank of America Merrill Lynch, Metals & Mining
• Athmane Benzerroug, George Buzhenitsa & team, Deutsche Bank, Construction & Real Estate
Most popular sectors (as measured by number of voters*):
• Economics (winner: David Hauner & team, Bank of America Merrill Lynch)
• Financials (Stephan Potgieter, Mikhail Shlemov & team, UBS)
• Consumer (Nicholas Ashworth, Michele Olivier & team, Morgan Stanley)
• Technology, Media & Telecommunications (Haim Israel, Cesar Tiron & team, Bank of America Merrill Lynch)
• Oil & Gas (Anton Fedotov, Karen Kostanian & team, Bank of America Merrill Lynch)
Most popular sectors (as measured by number of votes*):
Financials (winner: Stephan Potgieter, Mikhail Shlemov & team, UBS)
Economics (David Hauner & team, Bank of America Merrill Lynch)
Consumer (Nicholas Ashworth, Michele Olivier & team, Morgan Stanley)
Technology, Media & Telecommunications (Haim Israel, Cesar Tiron & team, Bank of America Merrill Lynch)
Oil & Gas (Anton Fedotov, Karen Kostanian & team, Bank of America Merrill Lynch)
(*Survey participants may name up to four analysts per sector.)
Three Bank of America Merrill Lynch analysts lead or co-lead more than one top-ranked team:
• David Hauner
— Economics
— Equity Strategy (with John Morris)
— Sovereign Debt (with Arko Sen)
• Karen Kostanian
— Oil & Gas (with Anton Fedotov)
— Utilities
— Also manages the No. 2 team in Chemicals (with Faisal Al Azmeh) and a runner-up crew for coverage of Russia (with Vladimir Osakovskiy)
• John Morris
— Equity Strategy (with David Hauner)
— South Africa (with Ilze Roux)
Five other analysts direct teams that top one sector and rank in at least one other:
• Kazim Andac of Deutsche Bank
— Financials, third place
— Turkey, first place
• Athmane Benzerroug of Deutsche Bank
— Construction & Real Estate (with George Buzhenitsa), first place
— Utilities (with Tomasz Krukowski), second place
• George Buzhenitsa of Deutsche Bank
— Chemicals (with Aleksandar Stojanovski), runner-up
— Construction & Real Estate (with Athmane Benzerroug), first place
— Metals & Mining (with Rene Kleyweg), runner-up
• John Lomax of HSBC
— Middle East & North Africa (with Raj Sinha), first place
— South Africa (with Nicholas Webster), runner-up
— Turkey (with Bülent Yurdagül), runner-up
• Elena Sakhnova of VTB Capital
— Chemicals, runner-up
— Transportation, first place
Listed below by sector are the eight squads celebrating their first appearance in first place:
• Central & Eastern Europe (CE3): Wood & Co. (team leaders: Alexandros Boulougouris and Marta Jezewska-Wasilewska)
• Chemicals: HSBC (Sriharsha Pappu and Yonah Weisz)
• Financials: UBS (Stephan Potgieter and Mikhail Shlemov)
• Frontier Markets: Citi (Andrew Howell)
• Health Care & Pharmaceuticals: Bank of America Merrill Lynch (Jamie Clark)
• Middle East & North Africa: HSBC (John Lomax and Raj Sinha)
• Turkey: Deutsche Bank (Kazim Andac)
• Utilities: Bank of America Merrill Lynch (Karen Kostanian)
Number of team leaders who appear on the roster: 134
Number of firms they represent: 16
Number of analysts who meet the survey’s eligibility criteria: 325*
Number of firms they represent: 41*
Number of analysts making their first appearance on the team: 42 (the full list can be found here)
*Data regarding analysts and firms not appearing here are available from the Institutional Investor Research Group; for information please contact Esther Weisz at 212-224-3307 or eweisz@iiresearchgroup.com.
Number of participating buy-side individuals: 630
Number of participating buy-side institutions: 375
Equity assets under management of participating buy-side institutions: $320 billion
Fixed-income assets under management of participating buy-side institutions: $157 billion
