Qiang (Richard) Wei & team UBS

Doing “a good job of combining a local and foreign investor approach to the market,” as one money manager puts it, helps the five-person UBS crew managed by Taipei-based Qiang (Richard) Wei climb one rung to second place. The analysts, who follow 50 stocks, believe that “infrastructure segments — rail, ports, expressways and airports — offer a safe haven,” Wei says, even if earnings growth momentum slows. They recommend China’s Dalian Port Co., an international cargo-handling and warehouse concern, on valuation and rising revenues. However, the team is bearish on shippers and advises clients to sell China Cosco Holdings Co., dubbing the shares overpriced in light of continued weakness in the company’s dry-bulk and container shipping operations, as well as higher fuel costs. — Paul Sweeney