< The 2015 All-Asia Research Team

Total appearances: 5

Team debut: 2004Although Ching Jen (James) Kan and his Deutsche Bank teammates slip to second place, the position they held in 2013, they retain a loyal following. The 19 analysts possess a “deep understanding of the sector’s catalysts on a domestic and global basis,” one fund manager observes. “I appreciate their opportunistic recommendations and availability to discuss the investment environment.” Kan, 41, is based in Hong Kong, while his colleagues are spread throughout the area. Together they monitor more than 200 companies and are somewhat optimistic. “The loosening of monetary policy in China and the nascent recovery in China’s property sector should help to mitigate the broader slowdown in demand within the economy,” the team leader says. “Confirmation of infrastructure spending programs will also be significant as part of government’s efforts to maintain pace of growth. Elsewhere in the region, increased infrastructure plans in several economies, such as India and Indonesia — as governments redirect spending from subsidies to capital investment — will help to improve the demand outlook for basic materials.”