Smart Calls with Smartkarma
Episodes
Sectors to Overweight and Underweight in Indonesia Amidst the Covid Crisis with Henry Soediarko
31 Aug 2021
Contributed by Lukas
On this episode, recorded on 16 July 2021, Insight Provider Henry Soediarko explores sectors to overweight and underweight in Indonesia. The country's...
BHP DLC Reunification with David Blennerhassett and Travis Lundy
24 Aug 2021
Contributed by Lukas
On this episode, we look at the BHP Group (BHP AU) reunification, after the recent announcement by the Group about unifying its corporate structure in...
Foundations of Sustainable/ESG Investing and Finance with Kyle Rudden
17 Aug 2021
Contributed by Lukas
On this ESG-focused episode, based on a webinar organised in collaboration with SGX, we are thrilled to welcome back Insight Provider Kyle Rudden. Kyl...
2021 IPO Pipeline with Sumeet Singh and Aequitas Research
03 Aug 2021
Contributed by Lukas
In this episode, we are excited to host Insight Provider Sumeet Singh, Head of IPOs & Placements for Aequitas Research, who gives us an overview o...
Evergrande: Quantifying Risks and Potential Domino Effect with Travis Lundy and Charles Macgregor
27 Jul 2021
Contributed by Lukas
This episode takes a slightly different turn as we look at recent developments at Evergrande Real Estate Group (3333 HK). The highly indebted real est...
Top Picks in China / Hong Kong with Steven Chen
20 Jul 2021
Contributed by Lukas
In this episode, we are happy to welcome Insight Provider Steven Chen to understand his quality-focused, business-perspective investing strategy and t...
Themes Affecting the Risk-Reward Trade-Off in Emerging Asia with Manu Bhaskaran
13 Jul 2021
Contributed by Lukas
In this episode, we have the pleasure of hosting Insight Provider Manu Bhaskaran who tackles key macro themes in Asia, including the extent of geo-pol...
Asian Brokers: A Competition Between Value and Growth with Alec Tseung
06 Jul 2021
Contributed by Lukas
In this episode, we are excited to host Insight Provider Alec Tseung, who shares his views on the future of the brokerage sector in China amid competi...
European Event-Driven: Top Ideas with Jesus Rodriguez Aguilar
29 Jun 2021
Contributed by Lukas
In this episode, we welcome back Insight Provider Jesus Rodriguez Aguilar to go over ideas in European Event-Driven. Jesus examines offers that target...
Indian Banks: Poised for a Rebound with Saumya Agarwal
22 Jun 2021
Contributed by Lukas
In this episode, we are excited to welcome Insight Provider Saumya Agarwal, who goes over key trends playing out in the Indian banking sector. Saumya ...
High-Yield Opportunities in Indonesia and India with Lucror Analytics
15 Jun 2021
Contributed by Lukas
On this special episode, we have the pleasure of welcoming Insight Providers Charles Macgregor, Leonard Law, and Trung Nguyen of Lucror Analytics. The...
Hang Seng (HSI INDEX) Rebalance: What’s in Store for June? with Brian Freitas
08 Jun 2021
Contributed by Lukas
On this episode, we 're excited to welcome back Insight Provider Brian Freitas, who will discuss the upcoming rebalance of the Hong Kong Hang Seng Ind...
Indian IT Services Revisited: Picks and Pans with Wium Malan
01 Jun 2021
Contributed by Lukas
On this episode, we're happy to welcome back Insight Provider Wium Malan, who shares an updated view on key IT services companies in India. The sessio...
Latin America Financials: Focusing on Value Opportunities with Victor Galliano
25 May 2021
Contributed by Lukas
In our latest episode, we are excited to welcome Insight Provider Victor Galliano, who shares his insight into opportunities in Lat-Am financials. Sma...
Alpha Bites: Trade Ideas in FX and Rates with Gautam Jain
18 May 2021
Contributed by Lukas
In our latest episode, we're excited to host Insight Provider Gautam Jain. Speaking to Smartkarma's own Pranav Rao, Gautam shared details about his pr...
Sustainability and ESG Indices: A Booming Ecosystem with Kyle Rudden
11 May 2021
Contributed by Lukas
In this episode, we are delighted to welcome Insight Provider Kyle Rudden, who helps us unravel the tangled web of index providers and the SRI (sustai...
Pinduoduo (PDD US): Know When to Fold with Mitchell Kim
04 May 2021
Contributed by Lukas
In our latest episode, we welcome Insight Provider Mitchell Kim to go over his view on Pinduoduo (PDD US). Despite the appeal of ultra-...
Investor Positioning in Emerging Markets with Steven Holden
27 Apr 2021
Contributed by Lukas
In this episode, we welcome Insight Provider Steven Holden for a general analysis of active fund positioning across countries/sectors and stocks, to h...
Asian Market Technicals - Cycle Tops Forming with Thomas Schroeder
20 Apr 2021
Contributed by Lukas
In this episode, we welcome back Insight Provider Thomas Schroeder who will take us through a timely update on Asian technicals using his unique chart...
Bullish Banks Thesis with Daniel Tabbush
13 Apr 2021
Contributed by Lukas
In our next Webinar, Insight Provider Daniel Tabbush joins us to discuss his bullish thesis on Asia-Pacific banks, from South and Southeast Asia to Ch...
United Spirits: What’s the Best Way Forward? with Pranav Bhavsar and Nitin Mangal
07 Apr 2021
Contributed by Lukas
In this latest episode, we welcome back Insight Providers Pranav Bhavsar and Nitin Mangal who will discuss their deep-dive analysis on United Spirits ...
Inflation in Europe with Phil Rush
30 Mar 2021
Contributed by Lukas
For this episode, we are joined by Insight Provider Phil Rush to discuss inflation in the Euro area, as weighting changes are set to keep causing surp...
Light & Shadow: Disclosures and Governance in Indian Banks with Hemindra Hazari
16 Mar 2021
Contributed by Lukas
In this episode, we are excited to host Insight Provider Hemindra Hazari, discussing recent disclosures of Indian banks, whether for good, as in the c...
Jardine Matheson Acquires Jardine Strategic with David Blennerhassett, Brian Freitas, and Angus Mackintosh
09 Mar 2021
Contributed by Lukas
In this episode, we welcome Insight Providers Angus Mackintosh, Brian Freitas, and David Blennerhassett for a flash discussion to go over the recently...
Koei Tecmo - Capcom: Warriors and Monster Hunters on the Rise with Mio Kato
02 Mar 2021
Contributed by Lukas
On this episode, Insight Provider Mio Kato discusses stalwart Japanese video game publishers Koei Tecmo Holdings (3635 JP) and Capcom Co Ltd (9697 JP)...
Pair Trade - Long Air China, Short China Southern: Still an Opportunity? with Osbert Tang
23 Feb 2021
Contributed by Lukas
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 Hi...
Japan Small-Cap Growth: 3 Stocks with Unrecognised Potential with Mark Chadwick
16 Feb 2021
Contributed by Lukas
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 tre...
Global Liquidity: A Booming 2021? with Michael J. Howell
09 Feb 2021
Contributed by Lukas
"Strong economies rarely have strong financial markets," says Insight Provider Michael J. Howell. You won't want to miss this episode, where Michael d...
Beyond Meat: Upbeat Long-Term Outlook with Devi Subhakesan
02 Feb 2021
Contributed by Lukas
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...
Investment Opportunities in China’s Healthcare Industry with Criss Wang
26 Jan 2021
Contributed by Lukas
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 Xinya...
Asia and the Era of Activism with David Lepper
19 Jan 2021
Contributed by Lukas
Insight Provider David Lepper joins us to talk about the rise of investor activism in Asia. David shares insights from his recent Smartkarma Original ...
2021 Themes and Trends with Smartkarma Co-Founders Raghav Kapoor and Jon Foster
15 Jan 2021
Contributed by Lukas
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 ...
Asian Markets Technical Outlook - An Update with Thomas Schroeder
05 Jan 2021
Contributed by Lukas
Happy New Year! For our first episode of 2021, Insight Provider Thomas Schroeder provides an updated view on his technical outlook for Asian markets, ...
Japan in the Suga Era - Policy Priorities And “Suga Stocks” with Campbell Gunn - Part 2/2
15 Dec 2020
Contributed by Lukas
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...
Japan in the Suga Era - Policy Priorities And “Suga Stocks” with Campbell Gunn - Part 1/2
08 Dec 2020
Contributed by Lukas
In this episode, we welcome Insight Provider Campbell Gunn for an in-depth presentation and discussion about Japan under the new Prime Minister, Yoshi...
Nintendo: Leveling Up with Mio Kato
01 Dec 2020
Contributed by Lukas
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),...
China Environment Sector Deep Dive: Solid Waste Treatment with Osbert Tang
24 Nov 2020
Contributed by Lukas
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 Sma...
Japanese Autos: What’s Next? with Mio Kato
17 Nov 2020
Contributed by Lukas
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...
Asian Solar Energy Sector: Moving Past Subsidies with Aqila Ali
10 Nov 2020
Contributed by Lukas
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 Origi...
India Ecommerce Logistics: A Rising Tide with Pranav Bhavsar and Nitin Mangal
27 Oct 2020
Contributed by Lukas
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 the...
Beyond Food: No Longer Impossible with David Huggins
20 Oct 2020
Contributed by Lukas
In this episode, we speak to David Huggins, CFA, Nutrition Portfolio Manager at Blackrock’s BGF Nutrition Fund. David discusses current trends in fo...
Top Ideas in European Event-Driven with Jesus Rodriguez Aguilar
13 Oct 2020
Contributed by Lukas
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-1...
Asia's Restaurant Sector: Disrupted with Devi Subhakesan
06 Oct 2020
Contributed by Lukas
In this episode, we are joined by Insight Provider Devi Subhakesan to discuss disruption in Asia’s restaurant sector, which is currently struggling ...
Ant Group IPO: The World’s Greatest? With Arun George and Victor Galliano
29 Sep 2020
Contributed by Lukas
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 Ch...
Mercari: The Ten-Bagger Investment Thesis with Mio Kato
22 Sep 2020
Contributed by Lukas
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...
Indian IT Services: Picks and Pans with Wium Malan
15 Sep 2020
Contributed by Lukas
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 compani...
China Brokers: M&A Ushers in a New Landscape with Roger Xie
08 Sep 2020
Contributed by Lukas
On this episode, we're sharing our Webinar featuring Insight Provider Roger Xie, who offers his insights on consolidation in the Chinese brokerage bus...