China robotaxis, Indian pharma among hedge fund top picks at Sohn Hong Kong

By summer Chen

Hong Kong (Reuters) -Al -Haid Boxes revealed its higher investment ideas, which range from Chinese self -driving taxis, and the retailer of Indian drugs, to the creator of a Korean nuclear plant, at the annual Sohn Investment Conference in Hong Kong.

This year’s choices are more geographical compared to last year, which indicates that investors are actively seeking to spread their exposure to definitions and the fluctuation of the market.

The peripheral capital in San Francisco sees the bullish capabilities in the Baidu search engine giant, as it bets on its rapid car works.

Like the Google Waymo self-driving unit, APollo Go from Baidu “is the only Robo-Taxi player in China who does not depend on capital markets,” said Deck Flight and his administrative partner Jay was at the conference on Friday.

The taxi industry and the China ride industry are expected to grow to about $ 237 billion by 2034, with Apollo get a 15 % market share. But this part, along with Baidu cloud works, is currently getting zero evaluation by the market.

It is worth noting that the investor optimism about Chinese companies that pass abroad did not come out through the trade war ascending to the United States of China.

Didi Global in Hong Kong in Hong Kong formed the Didi Global company in Hong Kong, noting that its margin improved at home and built its rapid share in the market in Latin America. Meanwhile, Triana Capital is optimistic about the e -commerce player for Chinese opponent PDD, the owner of TEMU.

“One of the statistics that many people do not know is that Mao is now greater than Amazon,” said Taria Sue Sean Ho Ho, referring to the active monthly Timo users.

India

Investors put their attention on the health care space in India.

ARISAIG Partners in Singapore prefers MedPlus Health Services, a leading pharmacy chain in India, where special posters products enhance its low -price suggestion, which expands the gap with competitors.

“The inflation is less, the government focuses on the middle class, and consumer spending is launched on a low base. I simply think this is the time when the consumer space will be achieved in general,” said VATSAL MODY, India’s research partner at Arisaig Partners in an interview.

India -based hedge funds are Banvira Management in Piramal Pharma, the CDMO Development and Manufacturing Organization (CDMO), and is expected to accelerate its growth to high teenagers and benefit from the normalization of the tax rate.

Security and activists

Other emerging hedge funds focused on opportunities in the security sector led by geopolitical conflicts.