Smart Calls with Smartkarma

This collaboration between Smartkarma and Compounding Curiosity was created to surface the high-quality expertise and analytical strength of the Smartkarma Independent Investment Network, and leverage that into the popular podcast format we all know and love. In this conversation, Kalani Scarrott covers eCommerce in Southeast Asia. From Sea’s struggles with Shopee, to the inevitable rise of TikTok...

In the next installment of our Webinar Wednesdays, we go live with Smartkarma Insight Provider,  Jeroen Blokland . He will introduce the Macro-Sentiment-Valuation framework and we will take a look at the outlook of equities. Jeroen will also show us the rationale behind decisions to chase the year-to-date rally in equities. This is a shortened version of the full webinar. For the full-length episo...

In the next installment of our Webinar Wednesdays, we go live with Smartkarma Insight Provider,  Hemindra Hazari . He will be sharing with us more about Disclosures and Governance in Indian Banks. From current opportunities, to what we can expect next in the space, join us as we get the full picture from Hemindra. This is a shortened version of the full webinar. For the full-length episode, head o...

In the next installment of our Webinar Wednesdays, we go live with Smartkarma Insight Provider,  Stanley Tsai, CFA  as he will be sharing with us his insights on the performance and outlook of banks in China. Join us, as Stanley tackles topics like possible triggers for a banking crisis in China, to how the evolving regulatory environment will going to change investors' risks / rewards, in the...

In the next installment of our Webinar Wednesdays, we go live with Smartkarma Insight Providers,  Pranav Bhavsar  and  Nitin Mangal . They will be sharing with us their Top Stock Picks in India. From trends, current opportunities, and insights on their picks, join us as we get the full picture from Pranav and Nitin. This is a shortened version of the full webinar. For the full-length episode, head...

In the next installment of our Webinar Wednesdays, we go live with Smartkarma Insight Provider,  Oshadhi Kumarasiri :, as he shares his thoughts on his insights and top picks in Japan's investment space. From bubbling trends, to what's next in the space, do join us to get the full picture. This is a shortened version of the full webinar. For the full-length episode, head on over to the Sma...

In the next installment of our Webinar Wednesdays, we go live with Smartkarma Insight Providers, Leonard Law, CFA and Trung Nguyen , as they share their thoughts on High Yield Opportunities in Asia. From developing trends, to what to expect in the space, join us for this next installment of our #webinar Wednesdays to get the full picture. This is a shortened version of the full webinar. For the fu...

In the next installment of our Webinar Wednesdays, we go live with Smartkarma Insight Provider,  Pyari Menon  as he will be sharing with us his top stock picks based on data mining. Join us as we hear his insights about his stock picks, as well as his methods on determining his choices. From the current trends, to what's coming next, join us in this installment as we hear more from Pyari. This...

In the next installment of our Webinar Wednesdays, we go live with Smartkarma Insight Provider, Andreas Steno as he gives us a detailed tour around forward looking inflation indicators for all major economies. From touchpoints like how money growth is outright negative in the West, to trends being opposite in China/Japan, join us as we dive deeper into the topic with Andreas. This is a shortened v...

In the next installment of our Webinar Wednesdays, we go live with Smartkarma Insight Provider,  ⁠Devi Subhakesan⁠  as she shares more about her thoughts on the Top Opportunities in Indian Consumer Discretionary in the year 2023. From the trends in the industry, to its major players and catalysts, join us in this next installment as we dive deep into the topic alongside Devi. This is a shortened v...

In this episode, we welcome back Insight Provider Ankit Agrawal, CFA for a discussion about his quantitative approach for identifying Asian companies that are likely to raise or cut buybacks. Ankit outlined the models for raising and cutting as well as the results of applying this approach to a universe of 920+ companies listed across Asia, in his Smartkarma Original Insight Asia Buyback Forecasti...

In this episode we flash back to an older Webinar session with Analyst Ankit Agrawal, walking us through the tool he developed in order to conduct forensic analysis to detect accounting red flags in companies, as well as a repository of Asian companies and associated key insiders targeted by prominent short-sellers to help serve as a tool for insider diagnostics.  Find more information in Ankit&#3...

In this episode, recorded on 11 May 2022, Analyst Ankit Agrawal shares and elaborates on three high-conviction ideas from the Indian market, across sectors and market caps.  Companies discussed in this episode:  KPIT Technologies  Healthcare Global Bajaj Finance Smartkarma subscribers can access Ankit's presentation here . Follow Ankit's work here . Disclosure: https://yellowstoneequity.co...

In this special, remastered version of an earlier episode, Insight Provider Ankit Agrawal discusses the findings of his forecasting model, as outlined in his Smartkarma Original: " Asia Dividend Forecasting | The Rise and Fall of Dividends Across Asian Companies " - a quantitative approach for identifying Asian companies that are likely to raise or cut dividends. Read the Insight, and tr...

In this special episode, Insight Provider Ankit Agrawal, CFA , discusses the findings of his forecasting model, as outlined in his Smartkarma Original: " Asia Dividend Forecasting | The Rise and Fall of Dividends Across Asian Companies " - a quantitative approach for identifying Asian companies that are likely to raise or cut dividends.  Read the Insight here: https://skr.ma/U4Zw9jGHXHRt...

In the next installment of our Webinar Wednesdays, we go live with Smartkarma Insight Provider,  Alec Tseung  as he shares more about his thoughts on the Insurance Opportunities in China. From the trends in the industry, to its major players and catalysts, join us in this next installment as we dive deep into the topic alongside Alec. This is a shortened version of the full webinar. For the full-l...

In this next installment of our Webinar Wednesdays, we go live with Smartkarma Insight Provider, Michael Howell he shares more about his thoughts on the global liquidity outlook for 2023. From questions like why liquidity is so important for investors, to tracking the global liquidity cycle, join us in this next installment as we dive deep into the topic alongside Michael. This is a shortened vers...

In the next installment of our Webinar Wednesdays, we go live with Smartkarma Insight Provider, Osbert Tang as he shares more about his top trade ideas in China, the latest trends, and business opportunities in the space. -- Osbert Tang is an equity analyst with over 20 years of experience, focusing on China transport, infrastructure, industrials, and utilities. He has been based in Shanghai since...

In the next installment of our Webinar Wednesdays, we go live with Smartkarma Insight Provider, Shawn Yang as he shares more about his top picks in the Chinese internet space. He'll be touching on major players in the industry, the latest trends, and business opportunities of these major players. -- Shawn has extensive experience in internet industry and investment banking and his research finding...

In the next installment of our Webinar Wednesdays, we go live with Smartkarma Insight Provider, David Coloretti, CMT as he will share more on the H1 2023 global market outlook from a technical analysis perspective. 2008 and 2022 were his most profitable trading years of the past 3 decades. This was possible due to a razor sharp focus on momentum confirmation and the correct use of freely available...

In the next installment of our Webinar Wednesdays, we speak to Smartkarma Insight Provider Travis Lundy, as he gives us a quick rundown about what is the current situation that is happening with the Adani Group and where they are headed from this point. -- Travis Lundy has 20+ years of experience in Asia doing alternative strategies (i.e. non-delta1 non long-only) in fixed income, equity derivativ...

In this next webinar we will speak to Smartkarma Insight Provider, Michael Causton about his top picks in the Japanese Retail and Consumer Market space. With the Japanese retail and consumer markets facing major catalysts for change like high levels of inflation, higher wages, and a labour shortage, what can we expect from the space, and what exactly it will take for Japanese retailers to thrive u...

In this next webinar we will discuss Smartkarma Insight Provider, Tina Banerjee's high conviction ideas from Indian healthcare sector, with solid fundamental profile and strong growth prospects. Nifty Pharma index plunged ~6% from its recent peak in November. With COVID-related high bases gradually behind us, lesser pricing pressure in the U.S. market, new product launches gaining momentum, and co...

What does 2023 have in store for the Chinese healthcare industry? In the next webinar, we speak with Insight Provider Xinyao (Criss) Wang on just that, as she shares with us the landscape of the Chinese healthcare industry in 2023. From its outlook in 2023, to the opportunities present, Criss will share with us her thoughts and insights in this next episode of our Webinar Wednesdays.  -- A Ho...

In the next webinar, we welcome Smartkarma Insight Provider Edward Wu, who will be sharing shares with us the landscape of the Crypto industry in 2023. From the problems with the current crypto industry, to Ethereum Layer 2 solutions, Edward will share with us his thoughts in this next episode of our Webinar Wednesdays.  -- Edward Wu is an experienced financial professional with strong resear...