Thematic Research

David Zervos is our Chief Market Strategist. David joined Jefferies in 2010 and was previously a visiting advisor at the Board of Governors of the Federal Reserve System in Washington. Prior to the Federal Reserve, he held a variety of research, sales and trading positions, and has an M.A. and Ph.D in economics from the

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

Mohit Kumar is our Chief European Economist and also runs rates strategy. Prior to Jefferies, he was the Global Head of Rates Research at Credit Agricole CIB and has worked in both research and trading prior to this. He is now responsible for Macro Strategy and Investment Recommendations across asset classes, with a particular focus

Chris Wood is our Global Head of Equity Strategy, with over 30 years of experience. Chris publishes his globally renowned weekly GREED & fear since July 1996. The author of three acclaimed books and has regularly ranked as the #1 equity strategist in Asia Money polls. His insights and analysis have made him a well-known

Aniket Shah is Global Head of the Sustainability and Transition Strategy team at Jefferies. Formerly head of ESG at Oppenheimer Funds and UBS, Aniket has over 15 years in the industry. Luke Sussams leads the team in EMEA. With 12+ years working in ESG, Luke brings expertise across the field with a focus on climate,

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,