< The 2014 All-China Research TeamHanfeng WangChina International Capital Corp.First-place appearances: 0

Total appearances: 1

Analyst debut: 2014Surfacing in third place is newcomer Hanfeng Wang of China International Capital Corp. “Hanfeng travels the region to uncover opportunities and support macro ideas with factual evidence,” reports one asset manager. The strategist recommends that investors overweight the H shares of companies in interest rate sensitive sectors — particularly financial services providers and property developers. China has been slashing bank reserve requirements and interest rates to reduce borrowing costs and bolster homebuying, he notes, and this “policy easing should lower the tail risks.” Investors say he is also known for his series of reports about the reform of state-owned enterprises — Wang published five pieces on the subject between November 2013 and October. Among the Hong Kong–based researcher’s top picks going forward is Guoyuan Securities Co., a Hefei-based asset management firm and brokerage. Guoyuan Securities’ controlling shareholder, Anhui Guoyuan Holding (Group) Co., is a state-owned enterprise, and he believes that the firm should benefit from the restructuring of SOEs — including an injection of assets — in its home province, Anhui.