Joanna Cheah

Joanna Cheah covers ASEAN Thematics as well as Vietnam Banks and Consumer at Jefferies Singapore. She has 15 years of experience in equities. She joined Jefferies in 2024 from Credit Suisse having covered multiple sectors in Malaysia including Financials, Consumer, Healthcare, Property, Transport and Utilities.

Equity Strategy | Thematic Research

What I am Known For

• Deep insights into ASEAN structural themes given broad sectoral expertise across the region
• Trusted relationships with corporates, regulators and industry participants, giving her access to valuable perspectives beyond published data
• Nuanced understanding of political and policy developments and how they shape sectors and companies
• Clear, well-structured communication that resonates with both institutional investors and corporate stakeholders

How I am Different

• Vietnam On-the-Ground Tour – provide first-hand insights into supply chains, regulatory shifts and industry dynamics following tariff adjustments. This enabled clients to directly engage with garment manufacturers, industry associations and policymakers to better understand Vietnam’s positioning in global trade.
• Bespoke Client Tours – Arranged several customised tours to Vietnam, facilitating meetings with both listed and private companies to provide a holistic view of domestic trends, competitive dynamics and policy execution.

Corporate & Strategic Access

• Vietnam On-the-Ground Tour – provide first-hand insights into supply chains, regulatory shifts and industry dynamics following tariff adjustments. This enabled clients to directly engage with garment manufacturers, industry associations and policymakers to better understand Vietnam’s positioning in global trade.
• Bespoke Client Tours – Arranged several customised tours to Vietnam, facilitating meetings with both listed and private companies to provide a holistic view of domestic trends, competitive dynamics and policy execution.