Thematic Research

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

Cui Cui is Jefferies Head of Asia Healthcare. She ranked No.1 in 2025 Extel(II) Asia Healthcare during her first year at Jefferies, securing first-ever No.1 team ranking for Jefferies Asia. Cui comes with rich experience in healthcare for 12 years in UBS AM and Citigroup as Head of China Healthcare (No.1 in II Asia Healthcare

Johnson Wan is a Managing Director at Jefferies leading research for APAC Industrials, Mobility, New Energy and Commodities sectors. He is also the global coordinator for EV and Renewables research. The team’s coverage spans 150 stocks across the region. Johnson has been consistently ranked top 3 in both the Asia Money and Institutional Investor surveys

Mahesh Nandurkar is the Head of Research & Strategist for India. Mahesh has nearly 25 years of experience in Indian equity capital markets What I am Known For How I am Different Corporate Access

Mahesh Kedia is Senior Vice President and the Deputy Head of Quantitative Strategy research team, which has been ranked #1 across Asia Pacific in the AsiaMoney polls. The team focuses on generating actionable ideas across global equities by combining top-down macro data with bottom-up stock fundamentals using quantitative tools. Apart from supporting the global product,

Edison Lee has over 25 years of corporate finance, buy side and sell side Investment research experience. He joined Jefferies in 2016, initially focusing on telecoms, and later expanded into tech and software. He is currently Head of China/HK tech, telecom and software. Thematic What I am Known For How I am Different Key Research

Desh has over 20 years of experience in equities research and prior to joining Jefferies, he was the head of the highly rated Microstrategy product at CLSA for nearly 10 years. He held similar roles with Macquarie in HK and with Deutsche bank both in Sydney and HK. Desh holds a bachelor degree in computer

Mr. Christopher Wood has been publishing his renowned weekly investment report GREED & fear since July 1996. He has been ranked No.1 Equity Strategist in the Asia Money polls between 2002-2004 and 2006-2022. In 2005 his employer did not enter the poll. Wood was also the author of three acclaimed books. “Boom and Bust: The

Anne Ling has over 25 years of experience in equity research, focusing on greater China consumer. In her previous role at Deutsche Bank she contributed to the team’s performance in StarMine and the Institutional Investor polls. What I am Known For How I am Different Corporate & Strategic Access