Smart Calls with Smartkarma

ASICS' Japan Boom: More Than Just Tourism?

23 Mar 2026

Contributed by Lukas

Recent growth at ASICS has been strong, but much of it has been driven by tourism rather than domestic demand.Michael Causton joins Pranav Rao to unpa...

The Shipping Pair Trade to Watch

19 Mar 2026

Contributed by Lukas

The performance gap between SITC International Holdings and Orient Overseas International Limited continues to widen, reinforcing the pair trade thesi...

High-Spec Logistics Assets, Attractive Yield?

13 Mar 2026

Contributed by Lukas

A new logistics-focused REIT is preparing to list in Singapore, with a portfolio of high-spec industrial and business space assets across Asia.Arun Ge...

SK hynix AGM Watch: ADR Potential

13 Mar 2026

Contributed by Lukas

With its AGM approaching, investors are watching closely for signals that could pave the way for an ADR listing at SK hynix.Sanghyun Park joins Pranav...

Tracking Global Uranium Momentum

22 Jan 2026

Contributed by Lukas

Smart Calls with Smartkarma | Tracking Global Uranium MomentumAs AI-driven power demand accelerates, nuclear energy is back in focus, pushing uranium ...

The Medline IPO: Big Scale, Big Risks

10 Dec 2025

Contributed by Lukas

Smart Calls with Smartkarma | The Medline IPO: Big Scale, Big RisksMedline, one of the largest suppliers of everyday medical and surgical essentials i...

The Hidden Math That Challenges Fujikura’s Boom

27 Nov 2025

Contributed by Lukas

Smart Calls with Smartkarma | The Hidden Math That Challenges Fujikura’s BoomFujikura’s valuation has soared more than fourfold, but is the market...

ASEAN Trade & Turbulence: Resilience, Deals & Monetary Strength

02 Oct 2025

Contributed by Lukas

Smart Calls with Smartkarma | ASEAN Trade & Turbulence: Resilience, Deals & Monetary StrengthASEAN is splitting into two paths — with Vietna...

CEO Shake-Up Sends Temenos Shares Sliding

10 Sep 2025

Contributed by Lukas

Smart Calls with Smartkarma | CEO Shake-Up Sends Temenos Shares SlidingTemenos shares fell ~16% following the sudden departure of CEO Jean‑Pierre Br...

Newborn Town (9911 HK): China’s Global Social App Exporter

01 Sep 2025

Contributed by Lukas

Smart Calls with Smartkarma | Newborn Town (9911 HK): China’s Global Social App ExporterNewborn Town is building an “App Factory” of export-on...

Dongfeng Motor Privatization: Key Risks, Valuations & Timeline

29 Aug 2025

Contributed by Lukas

Smart Calls with Smartkarma | Dongfeng Motor Privatization: Key Risks, Valuations & TimelinePrivatization premium. EV spin-off. What does the Dong...

Kalyan Jewellers Under the Lens

14 Aug 2025

Contributed by Lukas

Smart Calls with Smartkarma | Kalyan Jewellers Under the LensFranchise expansion. Capital redeployment. What’s really behind Kalyan Jewellers’ gro...

Japanese Mid-Cap Banks: Interest Rate Winners

13 Aug 2025

Contributed by Lukas

Smart Calls with Smartkarma | Japanese Mid-Cap Banks: Interest Rate WinnersSteeper yield curve. Stronger net interest income. Cleaner balance sheets. ...

Malaysian Ringgit: Structural Issues & Potential Fixes

11 Aug 2025

Contributed by Lukas

What’s driving the Ringgit’s weakness despite current account surpluses? And can reforms help stabilize it?Pranav Rao speaks with Chan Kok Peng, w...

Mid Cap Momentum: Picking Winners in India’s Equity Market

30 Jul 2025

Contributed by Lukas

Smart Calls with Smartkarma | Mid Cap Momentum: Picking Winners in India’s Equity Market29.4% return. 90% hit rate. What’s the framework behind it...

Asian Terminals Unpacked: Growth Drivers and Market Outlook

23 Jul 2025

Contributed by Lukas

Smart Calls with Smartkarma | Asian Terminals Unpacked: Growth Drivers and Market OutlookConsistent volume growth. Recent double-digit tariff hikes. A...

Henlius Biotech’s Global Growth and Market Outlook

22 Jul 2025

Contributed by Lukas

Smart Calls with Smartkarma | Henlius Biotech (2696 HK): Profitability, Global Momentum, and Pipeline StrengthHenlius is among the few Chinese biophar...

Innovation and Ownership Shifts at Bright Smart Securities

22 Jul 2025

Contributed by Lukas

Bright Smart Securities: Innovation, Ownership, and What's NextWith Ant Financial set to acquire a majority stake in Bright Smart (1428 HK), the H...

TFS IPO: Strong Margins, Hidden Risks

22 Jul 2025

Contributed by Lukas

Smart Calls with Smartkarma | TFS IPO: Strong Margins. Hidden Risks.Travel Food Services Limited (TFS) operates QSRs and lounges at India’s busiest ...

From Crisis to Opportunity: Investing in China’s Property Services

22 Jul 2025

Contributed by Lukas

Smart Calls with Smartkarma | From Crisis to Opportunity: Investing in China's Property ServicesWhile headlines focus on China’s troubled develo...

Chinese Banks: Undervalued and Overlooked?

22 Jul 2025

Contributed by Lukas

Smart Calls with Smartkarma continues: Chinese Banks – Undervalued and Overlooked?Trading at crisis-level valuations. Backed by 6–7% yields. Large...

Inside ENN Energy’s Complex Takeover Deal

22 Jul 2025

Contributed by Lukas

Smart Calls with Smartkarma continues, and this week, we dive into a deal that’s anything but straightforward.This episode:Inside ENN Energy’s Com...

Inside Zijin Mining: From Copper Roots to Battery Metal Futures

22 Jul 2025

Contributed by Lukas

Smart Calls with Smartkarma continues, and this time, we go inside one of China's largest mining players.This episode:Inside Zijin Mining Group: F...

Svenska Handelsbanken: Arbitraging Brought to Book

22 Jul 2025

Contributed by Lukas

Smart Calls with Smartkarma is back — and we’re relaunching with a market anomaly hiding in plain sight.This week’s call:Svenska Handelsbanken: ...

eCommerce in Southeast Asia explained with Compounding Curiosity and Simon Torring

07 Sep 2023

Contributed by Lukas

This collaboration between Smartkarma and Compounding Curiosity was created to surface the high-quality expertise and analytical strength of the Smart...

Should You Give in and Follow the Stock Market Rally with Jeroen Blokland

29 Aug 2023

Contributed by Lukas

In the next installment of our Webinar Wednesdays, we go live with Smartkarma Insight Provider, Jeroen Blokland. He will introduce the Macro-Sentimen...

Disclosures and Governance in Indian Banks with Hemindra Hazari

18 Aug 2023

Contributed by Lukas

In the next installment of our Webinar Wednesdays, we go live with Smartkarma Insight Provider, Hemindra Hazari. He will be sharing with us more abou...

Outlook on Chinese Banks with Stanley Tsai

08 Aug 2023

Contributed by Lukas

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 ...

India Top Stock Picks with Pranav Bhavsar and Nitin Mangal

01 Aug 2023

Contributed by Lukas

In the next installment of our Webinar Wednesdays, we go live with Smartkarma Insight Providers, Pranav Bhavsar and Nitin Mangal. They will be shar...

Japan Top Investment Picks with Oshadhi Kumarasiri

23 Jun 2023

Contributed by Lukas

In the next installment of our Webinar Wednesdays, we go live with Smartkarma Insight Provider, Oshadhi Kumarasiri:, as he shares his thoughts on his...

High Yield Opportunities in Asia with Leonard Law, CFA, and Trung Nguyen

14 Jun 2023

Contributed by Lukas

In the next installment of our Webinar Wednesdays, we go live with Smartkarma Insight Providers, Leonard Law, CFA and Trung Nguyen, as they share thei...

Stock Picks Based on Data Mining with Pyari Menon

07 Jun 2023

Contributed by Lukas

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 st...

Money Growth Leads to Inflation with Andreas Steno

31 May 2023

Contributed by Lukas

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 fo...

2023 Top Opportunities in Indian Consumer Discretionary with ⁠Devi Subhakesan⁠

23 May 2023

Contributed by Lukas

In the next installment of our Webinar Wednesdays, we go live with Smartkarma Insight Provider, ⁠Devi Subhakesan⁠ as she shares more about her t...

A Buyback Forecasting Model for Asian Companies with Ankit Agrawal

10 May 2023

Contributed by Lukas

In this episode, we welcome back Insight Provider Ankit Agrawal, CFA for a discussion about his quantitative approach for identifying Asian companies ...

Flashback Episode - Accounting and Insider Diagnostics with Ankit Agrawal

10 May 2023

Contributed by Lukas

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 for...

High-Conviction Ideas from the Indian Market with Ankit Agrawal

10 May 2023

Contributed by Lukas

In this episode, recorded on 11 May 2022, Analyst Ankit Agrawal shares and elaborates on three high-conviction ideas from the Indian market, across se...

Flashback Episode - Remastered - A Dividend Forecasting Model for Asia with Ankit Agrawal

10 May 2023

Contributed by Lukas

In this special, remastered version of an earlier episode, Insight Provider Ankit Agrawal discusses the findings of his forecasting model, as outlined...

A Dividend Forecasting Model for Asia with Ankit Agrawal

10 May 2023

Contributed by Lukas

In this special episode, Insight Provider Ankit Agrawal, CFA, discusses the findings of his forecasting model, as outlined in his Smartkarma Original:...

Insurance Opportunities in China with Alec Tseung

24 Mar 2023

Contributed by Lukas

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 ...

Global Liquidity Outlook for 2023 with Michael Howell

09 Mar 2023

Contributed by Lukas

In this next installment of our Webinar Wednesdays, we go live with Smartkarma Insight Provider, Michael Howell he shares more about his thoughts on t...

Top Trade Ideas in China with Osbert Tang

03 Mar 2023

Contributed by Lukas

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 idea...

Top China Internet Picks with Shawn Yang of Blue Lotus Research

23 Feb 2023

Contributed by Lukas

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 th...

H1 2023 Global Markets Outlook – A Focus on Momentum Confirmation with David Coloretti

15 Feb 2023

Contributed by Lukas

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 2...

This is not a webinar on Adani with Travis Lundy

08 Feb 2023

Contributed by Lukas

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 ...

Shopping in Tokyo: Japan Retail and Consumer Market Picks with Michael Causton

31 Jan 2023

Contributed by Lukas

In this next webinar we will speak to Smartkarma Insight Provider, Michael Causton about his top picks in the Japanese Retail and Consumer Market spac...

Healthcare in India: High Conviction Picks and Opportunities with Tina Banerjee

25 Jan 2023

Contributed by Lukas

In this next webinar we will discuss Smartkarma Insight Provider, Tina Banerjee's high conviction ideas from Indian healthcare sector, with solid fund...

China Healthcare: Outlook and Opportunities in 2023 with Criss Wang

17 Jan 2023

Contributed by Lukas

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...

Is There Still Hope for Crypto in 2023 with Edward Wu

13 Jan 2023

Contributed by Lukas

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...

Top Indian Equity Picks with Gauri Anand

29 Dec 2022

Contributed by Lukas

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 p...

KT&G: Establishing the Case for Corporate Activism with Flashlight Capital Partners' CEO, Lee Sanghyun

21 Dec 2022

Contributed by Lukas

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 Activ...

Investment in China - Winter of Despair or Spring of Hope? with Evelyn Zhang

07 Dec 2022

Contributed by Lukas

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 Chi...

Inflation in Europe with Philip Rush

30 Nov 2022

Contributed by Lukas

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...

Short Trade Ideas in the US with Eric Fernandez

23 Nov 2022

Contributed by Lukas

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 y...

ESG in Commodities: Beyond the Noise with Kyle Rudden and Farah Miller

16 Nov 2022

Contributed by Lukas

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 ...

Top IT Picks in Japan with Scott Foster

02 Nov 2022

Contributed by Lukas

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...

China EVs: Sales Strong, Stocks Weak?! with Chris Redl, Sameer Taneja, and Raghav Kapoor

26 Oct 2022

Contributed by Lukas

In this special episode, we welcome Analysts Chris Redl and Sameer Taneja, who will be joined by Smartkarma CEO Raghav Kapoor in an exciting discussio...

Shinsei Bank, Toa Oil, and Toyo Construction Updates with Travis Lundy

19 Oct 2022

Contributed by Lukas

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 w...

HR Tech Investment Opportunities with Shifara

04 Oct 2022

Contributed by Lukas

In this episode, Analyst Shifara Samsudeen will take us through the landscape of HR Tech and its investment opportunities. -- Shifara Samsudeen, ACMA,...

ESG Risks in Korea with Soo Young Kim

29 Sep 2022

Contributed by Lukas

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.&nbs...

Asia Economic Outlook and Opportunities with Said Desaque

23 Sep 2022

Contributed by Lukas

In this episode, Analyst Said Desaque will outline his outlook on the Asian economy and its opportunities. Is wage inflation becoming an issue for ASE...

Asian Banks: Risks & Rewards with Daniel Tabbush

06 Sep 2022

Contributed by Lukas

In this episode, Analyst Daniel Tabbush who will discuss his views on Asian banks. will take us through his top investment ideas in Singapore. -- Dani...

Singapore Investment Ideas with Nicolas Van Broekhoven

30 Aug 2022

Contributed by Lukas

In this episode, Analyst Nicolas Van Broekhoven will take us through his top investment ideas in Singapore. -- Nicolas Van Broekhoven was on the buysi...

Flashback Episode - Remastered - China Environment Sector Deep Dive: Solid Waste Treatment with Osbert Tang

26 Aug 2022

Contributed by Lukas

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...

Trade Ideas in ASEAN with Henry Soediarko

10 Aug 2022

Contributed by Lukas

In this episode, Analyst Henry Soediarko will take us through his top trade ideas in ASEAN. Smartkarma subscribers can find the presentation slides h...

European Event-Driven: Top Ideas with Jesus Rodriguez Aguilar

02 Aug 2022

Contributed by Lukas

In this episode, Analyst Jesus Rodriguez Aguilar will take us through his top ideas in Europe's M&A landscape. Smartkarma subscribers can find th...

DeFi Options Protocols with Alec Tseung

22 Jul 2022

Contributed by Lukas

In this episode, Analyst Alec Tseung talks about the fundamental ideas of DeFi options protocols. Alec introduces and goes through the key aspects of ...

Understanding China’s Latest Stimulus with Said Desaque and Osbert Tang

15 Jul 2022

Contributed by Lukas

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...

Global Automotive Stock Picks with Chris Redl

07 Jul 2022

Contributed by Lukas

In this episode, Analyst Chris Redl (SC Capital) outlines his stock picks in the global automotive sector, looks at the continued impact of semiconduc...

High-Yield/​Crossover Opportunities in Indonesia and India with Lucror Analytics

30 Jun 2022

Contributed by Lukas

In this episode, we're excited to welcome back Analysts Charles Macgregor, Trung Nguyen, and Leonard Law of Lucror Analytics, who present their high-y...

Flashback Episode - Global Sustainability & ESG Frameworks: What Matters Most with Kyle Rudden

23 Jun 2022

Contributed by Lukas

In this episode we flash back to an older Webinar session with Analyst Kyle Rudden, who discusses the sustainability framework ecosystem, starting wit...

Plugging Into India’s Emerging EV Sector with Devi Subhakesan

15 Jun 2022

Contributed by Lukas

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-w...

Flashback Episode - Assessing ESG Opportunities and Risks in IPOs with Kyle Rudden

09 Jun 2022

Contributed by Lukas

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 in...

Myth Vs Reality: Corporate Governance in India’s Financial Sector with Hemindra Hazari

25 May 2022

Contributed by Lukas

In this episode, Analyst Hemindra Hazari outlines his views on recent corporate governance developments in Indian financial institutions, separating t...

Sustainability/​ESG Disclosure and Reporting with Kyle Rudden

10 May 2022

Contributed by Lukas

In this episode, recorded on 13 April 2022, Analyst Kyle Rudden continues his series on ESG, in collaboration with SGX. Part 7 in the series explores ...

2022 High-Conviction Ideas on Emerging Markets FX with Gautam Jain

03 May 2022

Contributed by Lukas

In this episode, recorded on 27 April 2022, Analyst Gautam Jain discusses his take on the US dollar and its implications for EM currencies. Gautam out...

Asian Healthcare: A Clean Bill of Health with Tina Banerjee

26 Apr 2022

Contributed by Lukas

In this episode, recorded on 6 April 2022, Tina Banerjee discusses why she believes Asian healthcare companies are well-positioned for stellar growth,...

Alt-Angles: ESG in Special Situations/​Alternative Assets with Kyle Rudden - Part 2/2

19 Apr 2022

Contributed by Lukas

In this two-part episode, Analyst Kyle Rudden continues his series on ESG, in collaboration with SGX. Typically, ESG conversations are "long-only equi...

Alt-Angles: ESG in Special Situations/​Alternative Assets with Kyle Rudden - Part 1/2

13 Apr 2022

Contributed by Lukas

In this two-part episode, Analyst Kyle Rudden continues his series on ESG, in collaboration with SGX. Typically, ESG conversations are "long-only equi...

Hacking for ESG Data Continued with Kyle Rudden

06 Apr 2022

Contributed by Lukas

In this episode, we continue Insight Provider Kyle Rudden's ESG Webinar Series in collaboration with SGX. In this fifth instalment, Kyle picks up wher...

Will Central Banks Bail Out the World Again? with Michael J. Howell

22 Mar 2022

Contributed by Lukas

In this episode, recorded on 17 March 2022, Michael J. Howell looks at the devastating implications of higher oil prices and China’s latest monetary...

ASEAN Rebound: Southeast Asia’s New Opportunity with Manu Bhaskaran

15 Mar 2022

Contributed by Lukas

In this episode, recorded on 9 March 2022, we are delighted to welcome back Insight Provider Manu Bhaskaran. In the aftermath of the COVID crisis, Sou...

China Healthcare: Outlook and Opportunities in 2022 with Criss Wang

08 Mar 2022

Contributed by Lukas

In this episode, recorded on 16 February 2022, Healthcare Analyst Criss Wang joins us for a deep-dive into China's healthcare sector, exploring invest...

Bearish IndiaMart (INMART IN): Against Consensus with Nitin Mangal and Pranav Bhavsar

01 Mar 2022

Contributed by Lukas

In this episode, recorded on 23 February 2022, we welcome back Nitin Mangal and Pranav Bhavsar, who share their actionable, counter-consensus look int...

Conquering the Age-Old “ESG Data Problem” with Kyle Rudden - Part 2/2

22 Feb 2022

Contributed by Lukas

In this episode, we continue Insight Provider Kyle Rudden's fourth session in his ESG Webinar Series, organised in collaboration with the Singapore Ex...

Conquering the Age-Old “ESG Data Problem” with Kyle Rudden - Part 1/2

15 Feb 2022

Contributed by Lukas

In this episode, we welcome back Insight Provider Kyle Rudden for the fourth session in his ESG Webinar Series, organised in collaboration with the Si...

Data Mining Technical Publications for Stock Ideas with Pyari Menon

08 Feb 2022

Contributed by Lukas

In this episode, Insight Provider Pyari Menon shares his stock ideas based on data mined from technical publications. Such publications, like patents ...

Short Trade Ideas in the US with Eric Fernandez

01 Feb 2022

Contributed by Lukas

In this episode, recorded on 22 December, Insight Provider Eric Fernandez outlines some of his top short trade ideas in the US market, based on his un...

Japanese Retail and Covid: The Impact Now and Over the Next Five Years with Michael Causton

25 Jan 2022

Contributed by Lukas

In this episode, recorded on 15 December 2021, we welcome back Insight Provider Michael Causton, who covers changes in Japanese consumer spending duri...

ESG Alpha: ESG’s Most Existential and Complicated Subject with Kyle Rudden

18 Jan 2022

Contributed by Lukas

In this episode, the third in Kyle Rudden's series on ESG investing in collaboration with SGX, we tackle the thorny topic of ESG Alpha by debunking so...

Japan IT Picks with Scott Foster

21 Dec 2021

Contributed by Lukas

In this episode, recorded on 27 October 2021, Insight Provider Scott Foster presents his hand-picked ideas in Japan's semiconductor sector, highlighti...

How to Do Fundamental Analysis on a Crypto Token: The Case of Uniswap with Josh Du

15 Dec 2021

Contributed by Lukas

In this special episode, we welcome Insight Provider Josh Du, who shares his insights on how to conduct fundamental analysis on crypto assets. For thi...

Potential Inclusions to the Hang Seng Index (HSI INDEX) with Brian Freitas

30 Nov 2021

Contributed by Lukas

On this episode, recorded on 17 November 2021, Insight Provider Brian Freitas covers the latest rebalance of the Hong Kong Hang Seng Index (HSI INDEX)...

Asian Casino Outlook 2022: Challenges and Opportunities with Howard J Klein

16 Nov 2021

Contributed by Lukas

In this episode, Insight Provider Howard J Klein goes over his outlook on the casino and gaming sector in Asia for 2022, and presents opportunities fo...

Incorporating Forensic Accounting into Investing with Jason Yap

19 Oct 2021

Contributed by Lukas

In this episode, recorded on 22 September 2021, we are excited to welcome Insight Provider Jason Yap, CFA who shares his insights on Forensic Accounti...

Law and Order: What the New Data Security Laws Mean for China’s Tech Sector with Evelyn Zhang

12 Oct 2021

Contributed by Lukas

In this episode, recorded on 10 September 2021, we have the pleasure of welcoming Insight Provider Evelyn Zhang, who examines the impact of recent pol...

ESG Metrics and Materiality - What Matters to Whom and Why with Kyle Rudden

28 Sep 2021

Contributed by Lukas

On this episode, Insight Provider Kyle Rudden continues his series on ESG investing with an overview of the “Metrics and Materiality” issue a...

China Banks: Silver Linings Playbook with Stanley Tsai

23 Sep 2021

Contributed by Lukas

On this episode, recorded on 18 August, we welcome Insight Provider Stanley Tsai, who presents his views on positioning in China financials for t...

Singapore Investment Ideas with Nicolas Van Broekhoven

14 Sep 2021

Contributed by Lukas

On this episode, recorded in early August 2021, Insight Provider Nicolas Van Broekhoven talks to us about five of his favourite Singapore-based small-...

Understanding Japanese Companies: Insights from LightStream Research

09 Sep 2021

Contributed by Lukas

In this special episode, recorded on 1 September 2021, we are excited to welcome back Insight Provider Mio Kato and the LightStream Research team, as ...