< The 2015 All-Asia Research Team

Total appearances: 4

Team debut: 2012After a year at No. 3, Deutsche Bank rises to reclaim the No. 2 position it held in 2013. Working out of Singapore, Sameer Goel and his six-member crew “are always generating timely pieces,” one fund manager attests. “He is one of the best in the business when it comes to currencies.” For their part, the strategists are urging investors to be overweight in the region for the next few months — especially in China, India and Thailand — forecasting that Asian central banks are likely to pursue looser monetary policies and try to forestall disinflation ahead of the U.S. Federal Reserve’s anticipated tightening. “It would make us more defensive on Asian currencies versus the dollar, though we don’t think all currencies will be negatively impacted,” says Goel, 40. In India, he points out, “policy easing can be construed more as winning the battle against inflation rather than losing the battle against disinflation.” At the same time, in countries such as South Korea, Thailand and perhaps Indonesia and Malaysia, however, accommodative central bank stances “will likely be more negative for their respective currencies.”