Smart Calls with Smartkarma

In the next webinar, we welcome Smartkarma Insight Provider Gauri Anand , who will be sharing with us her Top indian Equity Picks and the investment philosophy behind each of her picks. Curious about companies like Indian Energy Exchange (IEX IN), VA Tech Wabag (VATW IN), or UPL Ltd (UPLL IN)? Tune in and find out what Gauri has to say about them. -- Gauri Anand is a mid-small cap specialist based...

In the next webinar, we will be hosting Mr Lee Sanghyun, the CEO of Flashlight Capital Partners (FCP), who will discuss their case for Corporate Activism at KT&G Corporation (033780 KS). Interviewing Mr Lee, will be Smartkarma’s Co-Head of Research, Pranav Rao. The focus of the interview would be FCP’s shareholder return plan which aims to drive significantly higher returns (3x) versus the pla...

In the next webinar, we welcome Smartkarma Insight Provider Evelyn Zhang who will share with us her views on the current climate of investments in China, along with her top picks and insights for investors. Have any questions about the investing climate in China? Get your questions answered in the live Q&A session that will conclude the webinar. -- With over a decade's worth of experiences in...

In our next Webinar, we have Smartkarma Insight Provider Philip Rush, who will be giving us the full picture of inflation in Europe and its effects on the European economy. Have your burning questions answered in the live Q&A session that will follow after Phil's presentation. -- Philip Rush is the Founder and Chief Economist of Heteronomics. Until launching in November 2016, he was Nomura's S...

In our next Webinar, we have Smartkarma Insight Provider Eric Fernandez, CFA who will be taking us through his top short trade ideas in the US. Have your burning questions answered in the live Q&A session that will follow after Eric's presentation.  -- Eric Fernandez, CFA, has 30+ years of research and investment banking experience in company modeling, equity valuation and credit is the b...

In our next Webinar, we have Smartkarma Insight Provider Kyle Rudden, who will be joined by the CEO of Helixtap, Farah Miller, as they run us through the ESG landscape in agri commodities through a financial and data driven perspective. Through their discussion on the importance of data in planning ESG goals in supply chains, they also highlighted how Helixtap's data and products can help companie...

In our next Webinar, we welcome Analyst Scott Foster , who will take us through the Japanese IT landscape and his top picks in the space. Scott shares with us his views like how the Japanese semiconductor industry is faring in the current economy, along with addressing which companies will likely be affected by the Yen's drop in value.  -- Scott is a securities analyst covering electronics, p...

In this special episode, we welcome Analysts Chris Redl and Sameer Taneja, who will be joined by Smartkarma CEO Raghav Kapoor in an exciting discussion on the EV landscape in China. -- Chris Redl has over 20 years' experience covering the global automotive industry both on the Sell-side (UBS & Morgan Stanley) and Buy-side (Och-Ziff). His current focus is on electric vehicle stocks & their...

In this episode, we will look at news updates on Shinsei Bank, Toa Oil, and Toyo Construction. To help us explore the implications for investors, we welcome Insight Provider Travis Lundy of Quiddity Advisors. He takes a look at all three situations and shares his insights on the future of these companies.  -- Travis Lundy has 20+ years of experience in Asia doing alternative strategies (i.e....

In this episode, Analyst Shifara Samsudeen will take us through the landscape of HR Tech and its investment opportunities. -- Shifara Samsudeen, ACMA, CGMA, is a chartered management accountant with more than 10 years of rich experience in investment research and financial analysis. She has worked as an equity analyst for one of the world's largest asset managers with USD2.5 trillion in AUM coveri...

In this episode, Analyst Soo Young Kim will take us through the ESG risks present in South Korea and her analysis based on negative ESG incidents.  -- Soo Young is the Head of ESG Intelligence at Who’s Good, Asia's first AI-driven ESG Insight Provider. Using AI technologies and public data, Who’s Good provides objective and up-to-date corporate ESG insights on Asian companies. Follow her work...

In this episode, Analyst Said Desaque will outline his outlook on the Asian economy and its opportunities. Is wage inflation becoming an issue for ASEAN countries? Is there the possibility of a yuan versus yen currency war? Tune in to find out more. -- Said DeSaque is a professional economist with over 33 years of experience covering the global economy, with significant expertise in the US, China,...

In this episode, Analyst Daniel Tabbush who will discuss his views on Asian banks. will take us through his top investment ideas in Singapore. -- Daniel Tabbush has 25 years of experience analysing Asia-Pacific banks, including HSBC, Standard Chartered, and Japanese and Australian banks. At the same time, his research and consulting focuses on global banking issues, including the regulatory enviro...

In this episode, Analyst Nicolas Van Broekhoven will take us through his top investment ideas in Singapore. -- Nicolas Van Broekhoven was on the buyside for 15 years, most recently at a medium-sized boutique asset management firm. He grew up in Europe, went to university in the US and have been living in Singapore for the last 7 years which has given him a broad scope on the world and investing in...

In this special, remastered version of an earlier episode from late 2020, we welcome Insight Provider Osbert Tang, CFA to discuss the outlook of China's solid waste treatment industry, as outlined in his Smartkarma Original Insight,  China Environment Sector Deep Dive: Solid Waste Treatment , focusing on the impact of China's revised Solid Waste Pollution Environmental Prevention and Treatmen...

In this episode, Analyst Henry Soediarko will take us through his top trade ideas in ASEAN. Smartkarma subscribers can find the presentation slides here . -- Henry Soediarko is a Long & Short Investment Ideas generator for Asian Equities with 10 years of experience in a Hedge fund focused on bottom-up ideas, searching out mispriced ideas and misunderstood investment theses. He provides on-the-...

In this episode, Analyst Jesus Rodriguez Aguilar will take us through his top ideas in Europe's M&A landscape. Smartkarma subscribers can find the presentation slides here . -- Jesus is an Insight Provider (Event-driven) on the Smartkarma network, where he looks across sectors at opportunities arising from securities mispricing (both credit and equity), share classes, bid announcements, prospe...

In this episode, Analyst Alec Tseung talks about the fundamental ideas of DeFi options protocols. Alec introduces and goes through the key aspects of the three currently leading protocols: Opyn Squeeth (OSQTH CURNCY), Ribbon Finance (RBN CURNCY), and Dopex (DPX CURNCY). Smartkarma subscribers can find the presentation slides here . -- Alec Tseung is an EM-focused Analyst. He previously spent time...

In this episode, we are excited to welcome Analysts Said Desaque and Osbert Tang, who go over China's latest potential $220 billion stimulus through a massive sale of special bonds. The Analysts each present their views on the situation and a Q&A follows. -- Said DeSaque is a professional economist with over 33 years of experience covering the global economy, with significant expertise in the...

In this episode, Analyst Chris Redl ( SC Capital ) outlines his stock picks in the global automotive sector, looks at the continued impact of semiconductor shortages and explores what that means for Tesla. -- Read Chris's latest report on Tesla at Smartkarma. -- Chris Redl is a global automotive fund manager with over 20 years' experience covering the global automotive industry both on the Sell-si...

In this episode, we're excited to welcome back Analysts Charles Macgregor , Trung Nguyen , and Leonard Law of Lucror Analytics, who present their high-yield/crossover picks in India and Indonesia.  -- Smartkarma users can find the presentation slides here . --  Lucror Analytics was established in 2010 in Singapore, to meticulously and methodically scrutinise the opportunities and risks i...

In this episode we flash back to an older Webinar session with Analyst Kyle Rudden, who discusses the sustainability framework ecosystem, starting with the “Big Three”: UN Sustainable Development Goals (SDGs), a framework for society-level sustainability Global Reporting Initiative (GRI), a company-level framework for a very broad audience Sustainability Accounting Standards Board (...

In this episode, recorded on 8 June 2022, Analyst Devi Subhakesan takes an in-depth look at the nascent electric vehicle market in India. Electric 2-wheeler capacity in the country is set to rapidly multiply, as the sector is supported by government incentives and policy frameworks. Join us to hear more! Devi Subhakesan is an Equity Analyst with an Asia Consumer Sector Focus. She has been part of...

In this episode we flash back to an older Webinar session with Analyst Kyle Rudden, who discusses how one can assess ESG risks and opportunities in initial public offerings.  -- Follow Kyle's work: https://skr.ma/qcJeXohxz1dgqW5m7 -- Kyle Rudden is an ESG (Environmental, Social, Governance) analyst with an alpha-centric approach to ESG research. After all, ESG investing is, first and foremost...

In this episode, Analyst Hemindra Hazari outlines his views on recent corporate governance developments in Indian financial institutions, separating the narrative from the reality on the ground. Companies discussed in this episode: RBL Bank Yes Bank Kotak Mahindra AMC National Stock Exchange Smartkarma subscribers can access Hemindra's presentation here: https://skr.ma/eY92qWBvNgvRbBPk7 Follow Hem...