Reported 2 days ago
At the Sohn investment conference in Hong Kong, hedge funds highlighted diverse top picks including Chinese self-driving taxis and Indian pharmaceutical companies, signaling a strategy to mitigate tariff risks and market instability. Among notable mentions, Flight Deck Capital expressed optimism in Baidu's autonomous vehicle business, while Arisaig Partners favored MedPlus Health Services in India's growing consumer healthcare sector. The event also featured sectors like security and activism, with funds targeting nuclear energy and shareholder engagement in various firms.
Source: YAHOO