From Yahoo Finance: 2025-06-01 22:14:00

Hedge funds unveiled diverse investment ideas at the Sohn investment conference in Hong Kong, including Chinese self-driving taxis, Indian drug retailers, and Korean nuclear plant builders. Flight Deck Capital sees potential in Baidu’s auto-driving business, expecting a 15% market share in China’s taxi and ride-share industry by 2034. Apeiron Capital pitched DiDi Global and Triata Capital is optimistic about PDD, highlighting its large monthly active user base. Arisaig Partners favors MedPlus Health Services in India, while Panvira Management is bullish on Piramal Pharma. Emerging hedge funds are focusing on security sector opportunities, with MY.Alpha Management choosing Hyundai Engineering & Construction and Frontline Global Management picking Indra Sistemas. Activist investors like Palliser Capital and Oasis Management are also making moves in the market.



Read more at Yahoo Finance: China robotaxis, Indian pharma among hedge fund top picks at Sohn Hong Kong