Kai Ye Loh – Extel 2027

Kai Ye Loh joined Jefferies after working on the firm’s Integrated Oil & Gas team in London and previously focused on commodities and renewables L/S investments.

Utilities and Alternative Energy

Driving the debate/thought leadership. We apply our knowledge, experience and empirical research to generate high conviction calls that test received wisdom in the sector.

Global read-across. We are globally integrated, frequently collaborating (research products, channel checks, global conference calls) with our colleagues in Hong Kong, India, USA.

Local insight. We match global integration with locally-based capabilities – members of the Utilities team are based in Hong Kong, India, London, and the US – this provides differentiated insight + local language capabilities.

Anti-Consensus We have historically generated alpha by taking anti-consensus views where we have high conviction, even if that view may appear threatened in the short term.

Chemicals, Oil & Gas

Globally integrated. We are globally integrated, frequently collaborating (global conference calls, e.g. JEDI) with our colleagues in London and New York.

Anti-Consensual We have historically generated alpha by taking anti-consensus views where we have high conviction, even if that view may appear threatened in the short term.

Global read-across. We collaborate (research products, channel checks, global conference calls) with our colleagues in Hong Kong, India, London, and the US.

Local insight. We match global integration with locally-based capabilities – members of the Chemicals, Oil & Gas team are based in HK, India London, US – this provides differentiated insight + local language capabilities.