Tracy Yu & team Deutsche Bank
Rising from runner-up to third place is the Deutsche Bank squad led by Tracy Yu. “Her views are founded on careful data analysis and avoiding hearsay noises, which are often the culprit of misleading interpretation in the market,” says one fan. The 21-member team tracks 90 stocks from offices in Bangkok, Hong Kong, Jakarta, Manila, Mumbai, Seoul, Shanghai, Singapore and Sydney. The researchers have a neutral view on the sector for the year and expect it to perform in line with the broad market. One exception: BOC Hong Kong (Holdings), which the team dubbed a top pick in January, at HK$18.52. “We consider the Bank of China (Hong Kong) a key beneficiary for renminbi internationalization, which will help the bank to increase market share in deposit gathering, commercial banking, foreign exchange and capital-market-related businesses,” Yu says. “We also like its attractive dividend yields and its solid banking business.” The stock advanced 15.8 percent, to HK$21.45, through March. — Leslie Kramer