Jason Tan

Jason Tan joined Jefferies in May 2021 and brining experience across Industrial Automation, Transportation, and related manufacturing industries.

What We Are Known For:

Industrial Automation & Electrical Equipment

Our aim is to identify global winners in Asia’s construction, engineering & machinery sector amid industrial transformation, helping investors uncover structural growth opportunities before they become widely recognized.

Early identification of cycle inflection points

Best-in-class insight into industrial leaders’ global expansion

Connecting China developments with global investment implications

Thematic research on electrification, localization, infrastructure and energy transition

Transportation

Our research is known for delivering differentiated, actionable insights through rigorous bottom-up analysis and a data-driven approach. We focus on identifying structural growth drivers, earnings catalysts, and emerging risks ahead of the market, helping clients navigate complex industries with conviction.

We also have deep and unique expertise in India’s aviation ecosystem, with differentiated coverage spanning airports and airlines, garnering substantial global interest. Our aviation expertise combines insight into long-term industry drivers, capacity cycles, traffic trends, regulatory dynamics and evolving business models, underpinned by extensive company interactions and a through-the-cycle perspective on sector fundamentals, valuations and competitive positioning.