Smart Calls with Smartkarma

On this episode, Insight Provider Mio Kato discusses stalwart Japanese video game publishers Koei Tecmo Holdings (3635 JP) and Capcom Co Ltd (9697 JP) , both positioned for a strong 2021 with robust product line-ups and high demand from their audience.  Mio Kato has over 15 years of experience looking at Japanese and Asian cyclically driven sectors such as Gaming, Factory Automation and Autos...

For this episode, we welcome back Insight Provider Osbert Tang, CFA who will discuss his 2021 high-conviction idea as outlined in his Insight, 2021 High Conviction: Pair Trade - Long Air China (753 HK), Short China Southern (1055 HK) . Is it still a viable trade? Tune in as we explore the opportunity and the rationale behind it. Read the Insight here: https://skr.ma/ZEPczrnpJ8TZsyQW8 Osbert Tang i...

Today, we are joined by Insight Provider Mark Chadwick , who walks us through the big picture of Japan small-caps, including growth drivers and key trends, for anyone looking to understand more about the increasingly more intriguing Japanese market. Mark also picks three stocks to watch - ones whose potential might have gone unnoticed. Mark Chadwick has over 20 years of experience in equities and...

"Strong economies rarely have strong financial markets," says Insight Provider Michael J. Howell . You won't want to miss this episode, where Michael discusses the state of Global Liquidity this year, expected to break new records as Central Banks persist with quantitative easing, and answers audience questions on the topic. See also Michael's Insight, Global Liquidity in 2021: A Warning : https:/...

In this episode, we welcome back Insight Provider Devi Subhakesan to discuss Beyond Meat (BYND US) 's latest stock moves and long-term outlook, as well as the overall market. While Beyond and other alternative protein companies rose to prominence with their plant-based meat solutions, the pandemic impacted their institutional sales as F&B outlets floundered. So what does the way forward look l...

On this episode, we take a look into China's healthcare industry and the opportunities therein. For this session, we are excited to be joined by Xinyao (Criss) Wang , who will share her high-conviction ideas for the coming year, as outlined in her Insight, 2021 High Conviction - Investment Opportunities in China Healthcare Industry : https://skr.ma/ApK6pNpX7SPfHJoVA Xinyao (Criss) Wang is a HK/Chi...

Insight Provider David Lepper joins us to talk about the rise of investor activism in Asia. David shares insights from his recent Smartkarma Original series, which explores activism in-depth, including the impact of COVID-19, the roadmap for 2021, and defence strategies for corporates. The series starts with Asia and the Era of Activism Part 1: Activism Trends, the Identification of Targets &...

In this very special episode, we catch up with the Co-Founders of Smartkarma, CEO Raghav Kapoor and CRO Jon Foster, to discuss the impact of 2020 and major market-moving themes of 2021. Key investment themes, the democratisation of financial markets, the rise of emerging economies, and digital currencies are just some of the trends we touch on. And of course, you can dig deeper into all those topi...

Happy New Year! For our first episode of 2021, Insight Provider Thomas Schroeder provides an updated view on his technical outlook for Asian markets, taking us from North Asia to Southeast Asia and from the US dollar to Gold and Oil. Smartkarma subscribers can also head to the Webinar page to follow along with Thomas's comprehensive charts, as he pulls them up on the spot: https://www.smartkarma.c...

In Part 2 of of Campbell Gunn 's presentation and discussion about Japan under the new Prime Minister, Yoshihide Suga, we look at where Mr. Suga stands on specific policies and at potential market movements during his tenure. The presentation is based on Campbell's recent Smartkarma Original Insight, 🇯🇵 Japan in the Suga Era - Policy Priorities & 'Suga Stocks' . It's definitely recommended rea...

In this episode, we welcome Insight Provider Campbell Gunn for an in-depth presentation and discussion about Japan under the new Prime Minister, Yoshihide Suga, based on Campbell's recent Smartkarma Original Insight, 🇯🇵 Japan in the Suga Era - Policy Priorities & 'Suga Stocks' . The Insight is definitely recommended reading, and it will help you zero in on the points highlighted in this episod...

On this episode, we feature a conversation from earlier this year, with Mio Kato, CFA  running through his view on  Nintendo Co Ltd (7974 JP) , as illustrated in Insights such as  Nintendo – Pay Attention to NVIDIA and DLSS as Well as Switch Momentum and Pokemon  and  Nintendo – Deftly Animal Crossing Over the COVID Trap . With the Japanese games stalwart marking quarter a...

On this episode, 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 Treatment Law on the country's major listed waste treatment compa...

For this episode, we welcome back Insight Provider  Mio Kato  to go over the current state of the Japanese auto industry and explore the major drivers that will determine what comes next - including electric vehicles, self-driving technology, and more. Mio Kato has over 15 years of experience looking at Japanese and Asian cyclically driven sectors such as Gaming, Factory Automation and A...

For this episode, we welcome Insight Provider Aqila Ali to discuss Asia's solar energy sector, which she has explored in depth in her Smartkarma Original Insight: Asian Solar Energy Sector: Powered by Subsidies and Moving Downstream . Read the Insight at: https://skr.ma/yRWsBMAh9vRucBVF7 Aqila Ali is an Equity Analyst at LightStream Research, covering Asian auto components and MLCC stocks. She has...

This episode zeroes in on ecommerce and logistics in India, with the help of Insight Providers Pranav Bhavsar and Nitin Mangal who take us through their Original Insight, Indian E-Commerce Logistics - Shipping Into The Limelight , studying the sector and how the latest ecommerce boom has affected public and private players in the market. Learn more: https://skr.ma/mhqUQpoKfDtQDTGT6 Pranav Bhavsar...

In this episode, we speak to David Huggins, CFA , Nutrition Portfolio Manager at Blackrock’s BGF Nutrition Fund. David discusses current trends in food and nutrition, including plant-based protein, changing consumer behaviour, and the future of food technology. David Huggins is co-portfolio manager of the BGF Nutrition fund, a Blackrock sustainable thematic fund. Areas of expertise include nutriti...

In this episode, we welcome Insight Provider Jesus Rodriguez Aguilar to go over key ideas in Europe's Event-Driven landscape, as the impact of COVID-19 is still felt widely.  Jesus Rodriguez Aguilar is an Event-Driven Analyst looking across sectors at opportunities arising from securities mispricing (both credit and equity), share classes, bid announcements, prospective bids, and special situ...

In this episode, we are joined by Insight Provider Devi Subhakesan to discuss disruption in Asia’s restaurant sector, which is currently struggling to overcome the brutal impact of COVID-19. Devi will present her findings from her Smartkarma Original, Asia Restaurant Sector: Disrupted. Opportunities/Challenges Ahead -Time to Pivot & Persist , which looked at companies from Yum China Holdings,...

In this episode, we are joined by Insight Providers Arun George and Victor Galliano to discuss the upcoming IPO of Ant Financial (1051260D CH) . The Chinese fintech giant is slated for a dual listing in Shanghai and Hong Kong to raise US$30 billion, making it potentially the largest IPO ever. Arun George has over 13 years’ experience covering the Technology sector. During this time, he has worked...

For this episode, we are joined by Insight Provider Mio Kato , who will walk us through his "ten-bagger" call in Mercari Inc (4385 JP) , as outlined in his Insights, including " Mercari – Our Ten Bagger Call Is Actually Starting to Look Somewhat Sane " ( https://skr.ma/xt7dLQeue7JNSgB96 ) and " Mercari – A Primer to Refresh Our Top Conviction Call " ( https://skr.ma/o1G9dGQeqSkjSzie7 ) - a convict...

For this episode, we welcome Insight Provider Wium Malan to discuss the state of Indian IT Services firms, the impact of COVID-19, and how key companies in the sector have performed since the March 2020 lows. Wium Malan is a Global Equity Analyst with 13+ years of experience on the Buy-side covering companies in Emerging and Developed markets. He specialises in Fundamental and Quantitative analysi...

On this episode, we're sharing our Webinar featuring Insight Provider Roger Xie , who offers his insights on consolidation in the Chinese brokerage business, and who stands to gain and lose against the backdrop of China's economic transformation. Roger Xie has 10 years of investment experience in public and private equity. He specialises in deep-dive fundamental research in China and the US market...