The Smartkarma Podcast

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?Pranav Rao speaks with Dr. Manishi Raychaudhuri, who shares his three-pronged quant screen for identifying high-conviction mid-caps: • Future earnings CAGR >10% • PEG < 1.3 • Upgraded earnings + consensus buysThematic overlays (industrials, financials, healthcare) helped drive alpha—and reduce noise.Like what you heard? Share this episode and follow us for more Smart Calls.Read the full Insight - http://on.skr.ma/4fhK47BDr. Manishi Raychaudhuri - http://on.skr.ma/454sUHfThis podcast is provided for general informational and entertainment purposes only, and is not intended to provide financial, investment or other professional advice. Views expressed by third parties do not necessarily represent Smartkarma's views. Smartkarma assumes no responsibility or liability for the accuracy, compliance or completeness of the podcast or the information it contains. Users should not rely on the podcast or the information it contains when making individual, business or other strategic decisions and should always consult a qualified expert or professional adviser.

Smart Calls with Smartkarma | Asian Terminals Unpacked: Growth Drivers and Market OutlookConsistent volume growth. Recent double-digit tariff hikes. A stable duopoly with International Container Terminal Services, Inc. (ICTSI).Despite this, Asian Terminals (ATI PM) trades at just 9x PE—with expectations of 30% earnings growth and a 7% dividend yield in FY25.Pranav Rao speaks with Insight Provider Sameer Taneja to unpack: • Price hikes at Manila South Harbor and Batangas Port • Margin expansion and policy tailwinds • Why the market may be mispricing ATILike what you heard? Share this episode and follow us for more Smart Calls.Read the full Insight - https://skr.ma/oH8fDSameer Taneja - http://on.skr.ma/4m2aqMYAsian Terminals - http://on.skr.ma/44TZkUNInternational Container Terminal Services, Inc. - http://on.skr.ma/4kYISHrThis podcast is provided for general informational and entertainment purposes only, and is not intended to provide financial, investment or other professional advice. Views expressed by third parties do not necessarily represent Smartkarma's views. Smartkarma assumes no responsibility or liability for the accuracy, compliance or completeness of the podcast or the information it contains. Users should not rely on the podcast or the information it contains when making individual, business or other strategic decisions and should always consult a qualified expert or professional adviser.

Smart Calls with Smartkarma | Henlius Biotech (2696 HK): Profitability, Global Momentum, and Pipeline StrengthHenlius is among the few Chinese biopharma firms to turn profitable—with solid fundamentals, expanding global approvals (incl. EU & Southeast Asia), and an active late-stage pipeline.Pranav Rao speaks with Criss Wang to explore the long-term upside potential (~20–50%), key risks like biosimilar VBP, and what investors should watch as sentiment drives sector rallies.Like what you heard? Share this episode and follow us for more Smart Calls.Read Criss's full Insight - https://skr.ma/fUAckCriss Wang - http://on.skr.ma/4lZWC5AHenlius Biotech - http://on.skr.ma/3IUTCJoThis podcast is provided for general informational and entertainment purposes only, and is not intended to provide financial, investment or other professional advice. Views expressed by third parties do not necessarily represent Smartkarma's views. Smartkarma assumes no responsibility or liability for the accuracy, compliance or completeness of the podcast or the information it contains. Users should not rely on the podcast or the information it contains when making individual, business or other strategic decisions and should always consult a qualified expert or professional adviser.

Bright Smart Securities: Innovation, Ownership, and What's NextWith Ant Financial set to acquire a majority stake in Bright Smart (1428 HK), the Hong Kong brokerage could see a step-change in digital reach, operational strategy, and access to mainland capital flows.In this Smart Call, Osbert Tang breaks down:• What makes Bright Smart's model unique—from mobile trading to weekend branch access• How the Ant deal could unlock tech synergies via ties to Alipay• Why virtual asset trading and stablecoin licensing could reshape HK's brokerage landscapeWatch now for key insights on a mid-sized broker making bold moves in a shifting market.Like what you heard? Share this episode and follow us for more Smart Calls.Osbert Tang - http://on.skr.ma/3IGP4XiBright Smart Securities - http://on.skr.ma/4m6E3N6This podcast is provided for general informational and entertainment purposes only, and is not intended to provide financial, investment or other professional advice. Views expressed by third parties do not necessarily represent Smartkarma's views. Smartkarma assumes no responsibility or liability for the accuracy, compliance or completeness of the podcast or the information it contains. Users should not rely on the podcast or the information it contains when making individual, business or other strategic decisions and should always consult a qualified expert or professional adviser.

Smart Calls with Smartkarma | TFS IPO: Strong Margins. Hidden Risks.Travel Food Services Limited (TFS) operates QSRs and lounges at India's busiest airports, reporting high margins and ROEs of 30–35%. But behind the numbers lie structural concerns.Pranav Rao speaks with Insight Provider Himanshu Dugar to unpack: • TFS's dominant footprint in India's airport F&B and lounge segments • How its ROEs stack up against other listed QSR players • Increasing airport operator control via joint ventures • Risks from changes in credit card-linked lounge access • Why FY26 growth could be impacted despite current scale • Expansion plans across Asia through SSP Group partnershipsStrong financials but limited control and shifting revenue models may challenge long-term visibility.Like what you heard? Hit like, subscribe, and turn on the bell for more Smart Calls.Himanshu Dugar - http://on.skr.ma/3IJJ6olDisclaimer: This content is for informational purposes only and does not constitute investment advice.

Smart Calls with Smartkarma | From Crisis to Opportunity: Investing in China's Property ServicesWhile headlines focus on China's troubled developers, the country's property management sector operates on a fundamentally different model: asset-light, cash-generative, and increasingly independent from distressed parents.Pranav Rao speaks with Insight Provider Jacob Cheng to unpack: • How property management differs from traditional real estate development • The three key revenue drivers, including high-margin community services • Two SOE-backed standouts: China Overseas Property and CR MixC • Governance and related-party risks and examples investors should know • How leading PM firms are decoupling from troubled developers and diversifying their income baseLike what you heard? Share this episode and follow us for more Smart Calls.Jacob Cheng - http://on.skr.ma/44V40Z1This podcast is provided for general informational and entertainment purposes only, and is not intended to provide financial, investment or other professional advice. Views expressed by third parties do not necessarily represent Smartkarma's views. Smartkarma assumes no responsibility or liability for the accuracy, compliance or completeness of the podcast or the information it contains. Users should not rely on the podcast or the information it contains when making individual, business or other strategic decisions and should always consult a qualified expert or professional adviser.

Smart Calls with Smartkarma continues: Chinese Banks – Undervalued and Overlooked?Trading at crisis-level valuations. Backed by 6–7% yields. Largely ignored by the market.Are investors missing the turn?In this conversation, Pranav Rao speaks with Insight Provider Rikki Malik to unpack: • Signs of stabilisation in China's property market • NIM compression bottoming out after recent policy action • Underappreciated tailwinds from Hukou reform and state support • Dividend sustainability and recapitalisation realities • Top picks across SOEs and joint-stock banks • Remaining risks and how they're being managedWith fundamentals improving and policy alignment taking shape, the sector may warrant a closer look.Like what you heard? Share this episode and follow us for more Smart Calls.Rikki Malik - http://on.skr.ma/4lIAey1This podcast is provided for general informational and entertainment purposes only, and is not intended to provide financial, investment or other professional advice. Views expressed by third parties do not necessarily represent Smartkarma's views. Smartkarma assumes no responsibility or liability for the accuracy, compliance or completeness of the podcast or the information it contains. Users should not rely on the podcast or the information it contains when making individual, business or other strategic decisions and should always consult a qualified expert or professional adviser.

Smart Calls with Smartkarma continues, and this week, we dive into a deal that's anything but straightforward.This episode:Inside ENN Energy's Complex Takeover DealENN Natural Gas is offering a mix of cash and newly listed A-shares to take over ENN Energy (2688 HK) but with limited visibility into valuation and an uncommon deal structure, minority shareholders are navigating a fair amount of uncertainty.Pranav Rao speaks with Insight Provider David Blennerhassett to unpack: • Why the deal structure is rare for Hong Kong • What the market is (and isn't) pricing in • Valuation challenges and where the H-shares might trade • Whether there's room for a bump in termsA vertical merger, opaque valuation, and a cautious minority, this one's worth watching.Like what you heard? Share this episode and follow us for more Smart Calls.David Blennerhassett - http://on.skr.ma/44W60AmThis podcast is provided for general informational and entertainment purposes only, and is not intended to provide financial, investment or other professional advice. Views expressed by third parties do not necessarily represent Smartkarma's views. Smartkarma assumes no responsibility or liability for the accuracy, compliance or completeness of the podcast or the information it contains. Users should not rely on the podcast or the information it contains when making individual, business or other strategic decisions and should always consult a qualified expert or professional adviser.

Smart Calls with Smartkarma continues, and this time, we go inside one of China's largest mining players.This episode:Inside Zijin Mining Group: From Copper Roots to Battery Metal FuturesWith operations spanning 15+ countries, Zijin Mining (2899 HK) is expanding beyond copper and gold into lithium and battery metals, and the market may not be pricing in the shift.Insight Provider Rahul Jain joins Pranav Rao to break down: • The upcoming gold asset spinoff • Lithium expansion plans in Argentina and China • Risks tied to geopolitical exposure and how diversification offsets them • What sets Zijin apart from global peersA cash-generating, diversified player quietly positioning itself for the energy transition.Like what you heard? Share this episode and follow us for more Smart Calls.Rahul Jain - http://on.skr.ma/44FSlyuThis podcast is provided for general informational and entertainment purposes only, and is not intended to provide financial, investment or other professional advice. Views expressed by third parties do not necessarily represent Smartkarma's views. Smartkarma assumes no responsibility or liability for the accuracy, compliance or completeness of the podcast or the information it contains. Users should not rely on the podcast or the information it contains when making individual, business or other strategic decisions and should always consult a qualified expert or professional adviser.

Smart Calls with Smartkarma is back — and we're relaunching with a market anomaly hiding in plain sight.This week's call:Svenska Handelsbanken: Arbitraging Brought to BookThe high-conviction idea?SHB B shares trade at a ~55% premium to SHB A — despite lower voting rights, lower liquidity, and no index inclusion.This extreme and statistically unjustified gap is now over +2 standard deviations from the historical mean.In just 5 minutes, get the full picture: • The dislocation • The trade setup • What could go right — and wrongLong A, Short B — a rare shot at relative value in a blue-chip Nordic bank.Hear directly from Pranav Rao and Jesus Rodriguez Aguilar as they break it down in this Smart Call.Like what you heard? Share this episode and follow us for more Smart Calls.Jesus Rodriguez Aguilar - http://on.skr.ma/4m5cFiDThis podcast is provided for general informational and entertainment purposes only, and is not intended to provide financial, investment or other professional advice. Views expressed by third parties do not necessarily represent Smartkarma's views. Smartkarma assumes no responsibility or liability for the accuracy, compliance or completeness of the podcast or the information it contains. Users should not rely on the podcast or the information it contains when making individual, business or other strategic decisions and should always consult a qualified expert or professional adviser.

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 shop. Simon Torring is the Co-founder of Cube Asia, a market insights company for online retail in Southeast Asia. Cube Asia helps brands, retail companies, and investors drive profitable growth by leveraging more recent, granular, and reliable data and insights about their online sales channels. For the full show notes, transcript, and links to mentioned content, check out the episode page on https://compoundingpodcast.com/ep64 -- This podcast is provided for general informational and entertainment purposes only, and is not intended to provide financial, investment or other professional advice. Views expressed by third parties do not necessarily represent Smartkarma's views. Smartkarma assumes no responsibility or liability for the accuracy, compliance or completeness of the podcast or the information it contains. Users should not rely on the podcast or the information it contains when making individual, business or other strategic decisions and should always consult a qualified expert or professional adviser.

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 episode, head on over to the Smartkarma platform, where subscribers get complete access to all webinar sessions and more.  -- Jeroen Blokland is an all-round Multi-Asset investor. He is the former head of a EUR 5 billion multi-asset fund range, a speaker, and the founder of True Insights, a provider of independent investment research, trade ideas & well-diversified portfolios.  Follow his work ⁠here⁠. -- This podcast is provided for general informational and entertainment purposes only, and is not intended to provide financial, investment or other professional advice. Views expressed by third parties do not necessarily represent Smartkarma's views. Smartkarma assumes no responsibility or liability for the accuracy, compliance or completeness of the podcast or the information it contains. Users should not rely on the podcast or the information it contains when making individual, business or other strategic decisions and should always consult a qualified expert or professional adviser.

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 on over to the Smartkarma platform, where subscribers get complete access to all webinar sessions and more.  -- Hemindra Hazari is a Securities & Exchange Board of India (SEBI) registered research analyst with over 25 years experience in the Indian capital markets with a specialization in banking and economy research and has managerial experience of establishing profitable equities business, leading and mentoring analysts. He has worked with prominent foreign and domestic capital market firms such as UBS, Societe Generale, HSBC, ASK Raymond James and Karvy Stock Broking and is a regular guest on business media channels and is respected for his non-consensus view on stocks and the market. Follow his work ⁠here⁠. -- This podcast is provided for general informational and entertainment purposes only, and is not intended to provide financial, investment or other professional advice. Views expressed by third parties do not necessarily represent Smartkarma's views. Smartkarma assumes no responsibility or liability for the accuracy, compliance or completeness of the podcast or the information it contains. Users should not rely on the podcast or the information it contains when making individual, business or other strategic decisions and should always consult a qualified expert or professional adviser.

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 next live session. This is a shortened version of the full webinar. For the full-length episode, head on over to the Smartkarma platform, where subscribers get complete access to all webinar sessions and more.  -- Stanley Tsai, CFA has over 20 years of experience as a financial sector specialist across equities and fixed income. He is currently an advisor to a private investment fund and a non-executive director of a US VC fund. He is also a member of the Value Investing Committee and Media Committee at the CFA Institute of Hong Kong. Follow his work ⁠here⁠. -- This podcast is provided for general informational and entertainment purposes only, and is not intended to provide financial, investment or other professional advice. Views expressed by third parties do not necessarily represent Smartkarma's views. Smartkarma assumes no responsibility or liability for the accuracy, compliance or completeness of the podcast or the information it contains. Users should not rely on the podcast or the information it contains when making individual, business or other strategic decisions and should always consult a qualified expert or professional adviser.

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 on over to the Smartkarma platform, where subscribers get complete access to all webinar sessions and more.  -- Pranav Bhavsar is the Founder of ASA Capital Management, focusing on research on consumer themes and companies operating in India or global companies that have significant exposure to India or the Indian economy. Follow his work ⁠⁠here⁠⁠.Nitin Mangal is a SEBI registered Research Analyst with more than 10 years of experience in Indian equities. He is Pioneer of Corporate Governance and Accounting Research in Indian Market and has successfully developed a product for Institutional Investors named as "Analysis Beyond Consensus" during his association with Edelweiss Securities Ltd, Mumbai. Follow his work ⁠here⁠. -- This podcast is provided for general informational and entertainment purposes only, and is not intended to provide financial, investment or other professional advice. Views expressed by third parties do not necessarily represent Smartkarma's views. Smartkarma assumes no responsibility or liability for the accuracy, compliance or completeness of the podcast or the information it contains. Users should not rely on the podcast or the information it contains when making individual, business or other strategic decisions and should always consult a qualified expert or professional adviser.

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 Smartkarma platform, where subscribers get complete access to all webinar sessions and more.  -- Oshadhi Kumarasiri is an equity research analyst who previously worked for one of the world's largest asset managers with about USD2.5trn in AUM, covering companies in the consumer sphere across Europe and developed Asia. Follow his work ⁠here⁠. -- This podcast is provided for general informational and entertainment purposes only, and is not intended to provide financial, investment or other professional advice. Views expressed by third parties do not necessarily represent Smartkarma's views. Smartkarma assumes no responsibility or liability for the accuracy, compliance or completeness of the podcast or the information it contains. Users should not rely on the podcast or the information it contains when making individual, business or other strategic decisions and should always consult a qualified expert or professional adviser.

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 full-length episode, head on over to the Smartkarma platform, where subscribers get complete access to all webinar sessions and more.  -- Leonard Law, CFA covers a portfolio of Chinese and Indonesian high-yield corporate credits. Prior to joining Lucror in 2017, he was an Associate Analyst with Moody's Investors Service for three years, responsible for credit analysis and research. Follow his work ⁠here⁠.Trung Nguyen is responsible for covering high-yield companies in the Southeast Asia region. He joined Lucror in 2013 from ST Asset Management, a credit investment arm of Temasek Holdings, where he spent over six years in investment research and portfolio management. Follow his work here. -- This podcast is provided for general informational and entertainment purposes only, and is not intended to provide financial, investment or other professional advice. Views expressed by third parties do not necessarily represent Smartkarma's views. Smartkarma assumes no responsibility or liability for the accuracy, compliance or completeness of the podcast or the information it contains. Users should not rely on the podcast or the information it contains when making individual, business or other strategic decisions and should always consult a qualified expert or professional adviser.

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 is a shortened version of the full webinar. For the full-length episode, head on over to the Smartkarma platform, where subscribers get complete access to all webinar sessions and more.  -- Pyari Menon has over twenty years of experience in the industry, having worked on both the buy and sell-side including at Goldman Sachs, Credit-Suisse, Deutsche Bank, Intellectual Ventures, Tano Capital, and Franklin Templeton. His coverage has been in technology and mid-caps across various geographies including Taiwan, ASEAN, India, the US, and Europe.. Follow his work here. -- This podcast is provided for general informational and entertainment purposes only, and is not intended to provide financial, investment or other professional advice. Views expressed by third parties do not necessarily represent Smartkarma's views. Smartkarma assumes no responsibility or liability for the accuracy, compliance or completeness of the podcast or the information it contains. Users should not rely on the podcast or the information it contains when making individual, business or other strategic decisions and should always consult a qualified expert or professional adviser.

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 version of the full webinar. For the full-length episode, head on over to the Smartkarma platform, where subscribers get complete access to all webinar sessions and more.  -- Andreas Steno is the founder and Head of Research of the European Power Research house "Steno Research." Building on years of experience as Global Chief Strategist at Nordea Bank, he is one of the most quoted and sought-after macro analysts out there. Andreas' expertise is the macro strategy, energy, real estate and equity spaces, but doesn't shy away from hot takes on other topics if the underlying analysis is strong enough. Andreas anchors the weekly editorial ‘Steno Signals' and other watch series from Steno Research. Follow his work here. -- This podcast is provided for general informational and entertainment purposes only, and is not intended to provide financial, investment or other professional advice. Views expressed by third parties do not necessarily represent Smartkarma's views. Smartkarma assumes no responsibility or liability for the accuracy, compliance or completeness of the podcast or the information it contains. Users should not rely on the podcast or the information it contains when making individual, business or other strategic decisions and should always consult a qualified expert or professional adviser.

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 version of the full webinar. For the full-length episode, head on over to the Smartkarma platform, where subscribers get complete access to all webinar sessions and more.  -- Devi Subhakesan is an Equity Analyst with an Asia Consumer Sector Focus. She has been part of Buy-side and Sell-side Institutions, and has covered Oil, Gas & Coal, Media, Textiles, and Consumer Discretionary sectors across ASEAN, India, and North Asia . Follow her work here. -- This podcast is provided for general informational and entertainment purposes only, and is not intended to provide financial, investment or other professional advice. Views expressed by third parties do not necessarily represent Smartkarma's views. Smartkarma assumes no responsibility or liability for the accuracy, compliance or completeness of the podcast or the information it contains. Users should not rely on the podcast or the information it contains when making individual, business or other strategic decisions and should always consult a qualified expert or professional adviser.

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-length episode, head on over to the Smartkarma platform, where subscribers get complete access to all webinar sessions and more.  -- Alec Tseung is a Fintech & EM-focused Analyst. He previously spent time with Tencent, where he was responsible for the group's investments in the overseas markets (Southeast Asia, the Middle East, and Europe). Prior to Tencent, he was in the Principal Investments team at Swiss Re, where he focused on driving the group's investments into financial services and Fintech sectors in APAC. He has been responsible for a wide range of investments and transactions (venture/growth, buyout, direct secondaries, etc.) totalled >$5 billion. Follow his work here. -- This podcast is provided for general informational and entertainment purposes only, and is not intended to provide financial, investment or other professional advice. Views expressed by third parties do not necessarily represent Smartkarma's views. Smartkarma assumes no responsibility or liability for the accuracy, compliance or completeness of the podcast or the information it contains. Users should not rely on the podcast or the information it contains when making individual, business or other strategic decisions and should always consult a qualified expert or professional adviser.

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 version of the full webinar. For the full-length episode, head on over to the Smartkarma platform, where subscribers get complete access to all webinar sessions and more. -- Michael J. Howell is Managing Director at CrossBorder Capital, an investment advisory firm specialising in macro-investing. Founded in 1996 with an international client base, CrossBorder focuses on monitoring and understanding global liquidity and capital flows. Follow his work here. -- This podcast is provided for general informational and entertainment purposes only, and is not intended to provide financial, investment or other professional advice. Views expressed by third parties do not necessarily represent Smartkarma's views. Smartkarma assumes no responsibility or liability for the accuracy, compliance or completeness of the podcast or the information it contains. Users should not rely on the podcast or the information it contains when making individual, business or other strategic decisions and should always consult a qualified expert or professional adviser.

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 2003, where he accumulated more than 15 years of on-ground knowledge on the Chinese economy and financial markets, and has a wealth of contacts with China corporates and government entities. Follow his work here. -- This podcast is provided for general informational and entertainment purposes only, and is not intended to provide financial, investment or other professional advice. Views expressed by third parties do not necessarily represent Smartkarma's views. Smartkarma assumes no responsibility or liability for the accuracy, compliance or completeness of the podcast or the information it contains. Users should not rely on the podcast or the information it contains when making individual, business or other strategic decisions and should always consult a qualified expert or professional adviser.

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 findings were published in well-known websites and media outlets. Shawn mainly covers China internet sector; he joined Blue Lotus in October 2015. Shawn has been frequently interviewed by various financial medias like CCTV, Bloomberg, WSJ and CNBC. Prior to joining Blue Lotus, Mr. Yang served as the director of strategy for CMGE, a mobile game company, and was responsible for strategic research and investor relations. Mr. Yang also worked for HSBC Asset Management and Goldman Sachs. Mr. Yang graduated from Tsinghua University with a bachelor's degree and received his master's degree from the Hong Kong University of Science and Technology. Follow his work here. -- This podcast is provided for general informational and entertainment purposes only, and is not intended to provide financial, investment or other professional advice. Views expressed by third parties do not necessarily represent Smartkarma's views. Smartkarma assumes no responsibility or liability for the accuracy, compliance or completeness of the podcast or the information it contains. Users should not rely on the podcast or the information it contains when making individual, business or other strategic decisions and should always consult a qualified expert or professional adviser.

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 momentum indicators. In this episode he will use these same techniques to provide a high probability outlook for global markets in H1 2023 -- David Coloretti is a Chartered Market Technician (CMT) and a full member of the Market Technicians Association of New York. David is the Managing Director of The Markets Academy Pty Ltd (TMA), an independent research firm based in Australia. TMA delivers a technical analysis / strategy subscription service in G10 and Asian financial markets, primarily to Asia's leading hedge funds and banks. David's career spans 30+ years as a technical analyst across senior trading, sales and strategy roles. Prior to establishing TMA in 2013, David worked for BP, Credit Suisse, Citi, Barcap and RBS in Australia and Singapore. Follow his work here. -- This podcast is provided for general informational and entertainment purposes only, and is not intended to provide financial, investment or other professional advice. Views expressed by third parties do not necessarily represent Smartkarma's views. Smartkarma assumes no responsibility or liability for the accuracy, compliance or completeness of the podcast or the information it contains. Users should not rely on the podcast or the information it contains when making individual, business or other strategic decisions and should always consult a qualified expert or professional adviser.

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 derivatives, and activist/catalyst/event-driven and long-short equity strategies, with most of that time spent managing money. Follow his work here. -- This podcast is provided for general informational and entertainment purposes only, and is not intended to provide financial, investment or other professional advice. Views expressed by third parties do not necessarily represent Smartkarma's views. Smartkarma assumes no responsibility or liability for the accuracy, compliance or completeness of the podcast or the information it contains. Users should not rely on the podcast or the information it contains when making individual, business or other strategic decisions and should always consult a qualified expert or professional adviser.

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 under these changes? -- Michael is co-founder and partner at JapanConsuming. JapanConsuming is a specialist research firm producing intelligence on Japanese retail and consumer markets. Founded in 2000, JapanConsuming has become the leading provider of insights on Japanese retailers and consumer trends to retailers, brands, government agencies and investors. As well as a highly regarded monthly report on the market, JapanConsuming produces in-depth reports and seminars on retail sectors and consumer trends, as well as telephone consulting/meetings with investors. All of JapanConsuming's team are bilingual and bicultural, and the company's research sources are: Direct meetings with retailers, wholesalers, distributors, trade body staff, govt., marketing firms, academics etc. Govt. data Trade association data Trade Press across all consumer sectors Unique Network of buyers/managers/marketing staff at retail, as well as wholesalers and trading firms. Editors/Journalists at publishing houses and PR/Ad firms. JapanConsuming was founded by Michael Causton and Roy Larke. Michael Causton set up and ran a consumer distribution business in Tokyo for 10 years and developed this into a business responsible for annual imports to Japan of several billion Yen, at the same time building up an inside knowledge of how Japanese distribution works and developing a network of contacts across the industry. Seeing the lack of quality market intelligence on Japanese markets, he co-founded JapanConsuming in 2000. He divides his time between Japan and Europe/US consulting for companies, governments and investors, including providing talks, seminars, and webinars as well as writing reports and books. Follow his work here. -- This podcast is provided for general informational and entertainment purposes only, and is not intended to provide financial, investment or other professional advice. Views expressed by third parties do not necessarily represent Smartkarma's views. Smartkarma assumes no responsibility or liability for the accuracy, compliance or completeness of the podcast or the information it contains. Users should not rely on the podcast or the information it contains when making individual, business or other strategic decisions and should always consult a qualified expert or professional adviser.

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 continuous recovery in the domestic healthcare market, we expect recent pullback offers attractive entry opportunities for long-term investors. -- Tina Banerjee is an equity research analyst with more than 15 years of experience, and an interest in fundamentally strong global healthcare companies. She has been helping investors to find future winners in healthcare space to grow their wealth by focusing on the strength and potential of the business models of the companies. Her initiating coverage reports and pitch help investors to know ‘what to buy', ‘why to buy', and ‘when to buy'. Tina's clients always remain on top of the sector with the help of her timely and detailed notes on earnings or any news update. Tina also provides a broader view on the entire healthcare sector through periodic thematic reports. Follow her work here. -- This podcast is provided for general informational and entertainment purposes only, and is not intended to provide financial, investment or other professional advice. Views expressed by third parties do not necessarily represent Smartkarma's views. Smartkarma assumes no responsibility or liability for the accuracy, compliance or completeness of the podcast or the information it contains. Users should not rely on the podcast or the information it contains when making individual, business or other strategic decisions and should always consult a qualified expert or professional adviser.

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 Hong Kong/China Healthcare Analyst, Criss has over 13 years' worth of experience in both finance and healthcare. She covers clinic operations, investment and equity research in both the Chinese and overseas markets. Follow her work here. -- This podcast is provided for general informational and entertainment purposes only, and is not intended to provide financial, investment or other professional advice. Views expressed by third parties do not necessarily represent Smartkarma's views. Smartkarma assumes no responsibility or liability for the accuracy, compliance or completeness of the podcast or the information it contains. Users should not rely on the podcast or the information it contains when making individual, business or other strategic decisions and should always consult a qualified expert or professional adviser.

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 research experience in macroeconomics, credit as well as corporate banking. He is a true believer in the future of Crypto/DeFi and foresee widely adoption of tokenization of real-world assets. He is currently actively researching in the crypto field, mainly focused on DeFi, DAO governance, and tokenomic design. Follow his work here. -- This podcast is provided for general informational and entertainment purposes only, and is not intended to provide financial, investment or other professional advice. Views expressed by third parties do not necessarily represent Smartkarma's views. Smartkarma assumes no responsibility or liability for the accuracy, compliance or completeness of the podcast or the information it contains. Users should not rely on the podcast or the information it contains when making individual, business or other strategic decisions and should always consult a qualified expert or professional adviser.

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 India. With a focus on equities, Gauri combs top down and bottom up approaches to identify themes and value stocks at its inflexion point. Sector agnostic with a value oriented - Inflexion approach, Gauri dives into bottom Up ideas with a biased towards Sustainability and ESG. Follow her work here. -- This podcast is provided for general informational and entertainment purposes only, and is not intended to provide financial, investment or other professional advice. Views expressed by third parties do not necessarily represent Smartkarma's views. Smartkarma assumes no responsibility or liability for the accuracy, compliance or completeness of the podcast or the information it contains. Users should not rely on the podcast or the information it contains when making individual, business or other strategic decisions and should always consult a qualified expert or professional adviser.

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 plan currently proposed by the company. For further detail, please refer to prior insights by Smartkarma Insight Provider Douglas Kim, as well as relevant sections of FCP's website.. -- Lee Sanghyun is the CEO of Flashlight Capital Partners. Previously, he was the head of The Carlyle Group Korea, and has spent time at Affinity Capital Partners in Hong Kong, as well as McKinsey & Co. in Seoul. Mr Lee Sanghyun is also a graduate of Seoul National University and Harvard Business School. Pranav Rao is the Co-Head of Research at Smartkarma. -- This podcast is provided for general informational and entertainment purposes only, and is not intended to provide financial, investment or other professional advice. Views expressed by third parties do not necessarily represent Smartkarma's views. Smartkarma assumes no responsibility or liability for the accuracy, compliance or completeness of the podcast or the information it contains. Users should not rely on the podcast or the information it contains when making individual, business or other strategic decisions and should always consult a qualified expert or professional adviser.

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 Morgan Stanley, Bank of America Merrill Lynch, Agricultural Bank of China, Lenovo, Evelyn's expertise includes research and investment into tech companies of all stages. Experienced in asset management, private equity, strategic investment, investment banking, equity research, corporate finance, Evelyn is particularly focused on emerging technology. Follow her work here. -- This podcast is provided for general informational and entertainment purposes only, and is not intended to provide financial, investment or other professional advice. Views expressed by third parties do not necessarily represent Smartkarma's views. Smartkarma assumes no responsibility or liability for the accuracy, compliance or completeness of the podcast or the information it contains. Users should not rely on the podcast or the information it contains when making individual, business or other strategic decisions and should always consult a qualified expert or professional adviser.

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 Senior European Economist and was the Chief UK Economist there since 2010. Before that, he was UK Economist at Barclays Wealth, where he also developed strategic asset allocation models for their market return portfolios. Philip started his career at Lehman Brothers covering the UK, Scandinavian and Swiss economies. A book on his fundamental framework was published in January 2018 as "Real Market Economics". Follow his work here. -- This podcast is provided for general informational and entertainment purposes only, and is not intended to provide financial, investment or other professional advice. Views expressed by third parties do not necessarily represent Smartkarma's views. Smartkarma assumes no responsibility or liability for the accuracy, compliance or completeness of the podcast or the information it contains. Users should not rely on the podcast or the information it contains when making individual, business or other strategic decisions and should always consult a qualified expert or professional adviser.

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 backbone of Two Rivers Analytics analytical approach. He founded Two Rivers to remedy a shortfall of traditional short idea generation which relies primarily on thematic, top-down processes. Instead, Two Rivers combines a methodical framework to sift through the universe looking for markers of various types of short candidates, which are subsequently vetted via traditional fundamental analysis. Our Stocks at Risk (SAR 2.0) models are a comprehensive framework for identifying short sale candidates. Each model is tailored to the various types of short situations. The models generate ideas to match different client preferences in shorting styles, from lower beta, long horizon Declining Businesses, to higher volatility Breaking Growth short types. They help in diversifying short portfolios by type, beta, time horizon, risk/return, and other characteristics. On net, this framework produces more ideas, boosting returns, and saving time for portfolio managers and analysts. Follow his work here. -- This podcast is provided for general informational and entertainment purposes only, and is not intended to provide financial, investment or other professional advice. Views expressed by third parties do not necessarily represent Smartkarma's views. Smartkarma assumes no responsibility or liability for the accuracy, compliance or completeness of the podcast or the information it contains. Users should not rely on the podcast or the information it contains when making individual, business or other strategic decisions and should always consult a qualified expert or professional adviser.

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 companies meet their sustainability targets. -- Kyle Rudden is an ESG (Environmental, Social, Governance) analyst with an alpha-centric approach to ESG research. Previously, an Institutional Investor and Wall Street Journal All-Star sell-side analyst at J.P. Morgan, he believes global sustainability – i.e., environmental stewardship, social equality, and economic prosperity – is imperative, and private-sector capital is its cornerstone. Private-sector capital still has fiduciary responsibilities. You can expect his insights to be investigative research into emergent ESG issues; data-driven analyses of deals (pre-IPO ESG research, ESG-focused M&A consequence analyses, etc.); and trading-oriented ideas like ESG short selling and playing ESG index constituency changes. He brings both ESG expertise and traditional investing experience, as well as some rather unique perspectives on ESG (a lesson in governance from Enron, anyone?). Kyle has spent the last decade exclusively on ESG, researching links to equity returns, credit ratings, cost of capital, and yield spreads. He also contributed to ESG reporting standards (SASB and GRI), and the MBA curriculum (Impact Investing) at the Kellogg School of Management. Follow his work here. Farah Miller, was previously in sales and trading roles spanning several commodities, such as thermal and coking coal, iron ore and natural rubber, with extensive experience in both Singapore and London. Her roles include time in Noble Group and Ginga Petroleum, with her most recent role as VP at Green and Collier Trading as lead rubber broker and advisor. -- This podcast is provided for general informational and entertainment purposes only, and is not intended to provide financial, investment or other professional advice. Views expressed by third parties do not necessarily represent Smartkarma's views. Smartkarma assumes no responsibility or liability for the accuracy, compliance or completeness of the podcast or the information it contains. Users should not rely on the podcast or the information it contains when making individual, business or other strategic decisions and should always consult a qualified expert or professional adviser.

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, precision equipment & robotics, engineering, construction, transport and other sectors for more than 25 years in Japan and 3 years in Korea. Follow his work here. -- This podcast is provided for general informational and entertainment purposes only, and is not intended to provide financial, investment or other professional advice. Views expressed by third parties do not necessarily represent Smartkarma's views. Smartkarma assumes no responsibility or liability for the accuracy, compliance or completeness of the podcast or the information it contains. Users should not rely on the podcast or the information it contains when making individual, business or other strategic decisions and should always consult a qualified expert or professional adviser.

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 supply chains, aiming is to identify the winners and losers from a long/short perspective. This includes close coverage of legacy automakers as well. Follow his work here. Sameer Taneja is the founder of Investics Research, a firm that engages in bottom-up sectoral research, fundamental research of publicly listed companies as well as forensic analysis. He started his career as a sell-side analyst in a stockbroking firm called B&K Securities (India) from 2004-07, covering the ferrous sector. From 2007-16 he worked as an investment analyst in a hedge fund called Kelusa Capital, covering the materials, utilities, construction & heavy machinery, and the auto sector. He continued to work on the buy-side from 2017-19 in a firm called Skale Investments (with similar sectoral coverage), before founding Investics Research in 2019. Follow his work here. Raghav is the co-founder and CEO of Smartkarma. -- This podcast is provided for general informational and entertainment purposes only, and is not intended to provide financial, investment or other professional advice. Views expressed by third parties do not necessarily represent Smartkarma's views. Smartkarma assumes no responsibility or liability for the accuracy, compliance or completeness of the podcast or the information it contains. Users should not rely on the podcast or the information it contains when making individual, business or other strategic decisions and should always consult a qualified expert or professional adviser.

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. non-delta1 non long-only) in fixed income, equity derivatives, and activist/catalyst/event-driven and long-short equity strategies, with most of that time spent managing money. Follow his work here. -- This podcast is provided for general informational and entertainment purposes only, and is not intended to provide financial, investment or other professional advice. Views expressed by third parties do not necessarily represent Smartkarma's views. Smartkarma assumes no responsibility or liability for the accuracy, compliance or completeness of the podcast or the information it contains. Users should not rely on the podcast or the information it contains when making individual, business or other strategic decisions and should always consult a qualified expert or professional adviser.

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 covering numerous sectors including chemicals, retail, tech, autos, telco, real-estate and banks, globally. She is experienced in fundamental equity research, industry research, commodity studies, forensic accounting, and due diligence reviews. Follow her work here. -- This podcast is provided for general informational and entertainment purposes only, and is not intended to provide financial, investment or other professional advice. Views expressed by third parties do not necessarily represent Smartkarma's views. Smartkarma assumes no responsibility or liability for the accuracy, compliance or completeness of the podcast or the information it contains. Users should not rely on the podcast or the information it contains when making individual, business or other strategic decisions and should always consult a qualified expert or professional adviser.

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 here. -- This podcast is provided for general informational and entertainment purposes only, and is not intended to provide financial, investment or other professional advice. Views expressed by third parties do not necessarily represent Smartkarma's views. Smartkarma assumes no responsibility or liability for the accuracy, compliance or completeness of the podcast or the information it contains. Users should not rely on the podcast or the information it contains when making individual, business or other strategic decisions and should always consult a qualified expert or professional adviser.

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, Japan and emerging markets. He worked with US investment banks for 25 years covering institutional investors in Europe, Middle East, Far East and Australia. Covers financial markets on a multi asset basis. Said has been an independent economist covering the global economy and financial markets for the past 8 years since founding DeSaque Macro Research in London. Follow his work here. -- This podcast is provided for general informational and entertainment purposes only, and is not intended to provide financial, investment or other professional advice. Views expressed by third parties do not necessarily represent Smartkarma's views. Smartkarma assumes no responsibility or liability for the accuracy, compliance or completeness of the podcast or the information it contains. Users should not rely on the podcast or the information it contains when making individual, business or other strategic decisions and should always consult a qualified expert or professional adviser.

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 environment. He was the Head of Asian Bank research at the number one Asian brokerage CLSA for most of his career, overseeing coverage of 80 banks and 10 analysts in Asia-Pacific. Daniel started his own independent bank research and consultancy in 2012, under the banner name Tabbush Report. Follow his work here. -- This podcast is provided for general informational and entertainment purposes only, and is not intended to provide financial, investment or other professional advice. Views expressed by third parties do not necessarily represent Smartkarma's views. Smartkarma assumes no responsibility or liability for the accuracy, compliance or completeness of the podcast or the information it contains. Users should not rely on the podcast or the information it contains when making individual, business or other strategic decisions and should always consult a qualified expert or professional adviser.

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 general. He considers himself a generalist investor with a preference for small and mid-cap companies and special situations. However, a large cap that has gone temporarily out of favor might also pique his interest. Follow his work here. -- This podcast is provided for general informational and entertainment purposes only, and is not intended to provide financial, investment or other professional advice. Views expressed by third parties do not necessarily represent Smartkarma's views. Smartkarma assumes no responsibility or liability for the accuracy, compliance or completeness of the podcast or the information it contains. Users should not rely on the podcast or the information it contains when making individual, business or other strategic decisions and should always consult a qualified expert or professional adviser.

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 Treatment Law on the country's major listed waste treatment companies. 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 2003, accumulated more than 15 years of on-ground knowledge on the Chinese economy and financial markets, and has a wealth of contacts with China corporates and government entities. Related Smartkarma Insights China Environment Sector Deep Dive: Solid Waste Treatment Conch Venture (586 HK): Another Spin-Off in the Pipeline China Stimulus: These Are the Key Beneficiaries This podcast is provided for general informational and entertainment purposes only, and is not intended to provide financial, investment or other professional advice. Views expressed by third parties do not necessarily represent Smartkarma's views. Smartkarma assumes no responsibility or liability for the accuracy, compliance or completeness of the podcast or the information it contains. Users should not rely on the podcast or the information it contains when making individual, business or other strategic decisions and should always consult a qualified expert or professional adviser.

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 try out the model for yourself, here: https://skr.ma/U4Zw9jGHXHRtt1Kn6 -- Ankit Agrawal, CFA is the founder and CIO of Yellowstone Equity, a firm providing unbiased and independent research on Indian equities. He was previously on the buy-side with Howe & Rusling and Investcorp. -- This podcast is provided for general informational and entertainment purposes only, and is not intended to provide financial, investment or other professional advice. Views expressed by third parties do not necessarily represent Smartkarma's views. Smartkarma assumes no responsibility or liability for the accuracy, compliance or completeness of the podcast or the information it contains. Users should not rely on the podcast or the information it contains when making individual, business or other strategic decisions and should always consult a qualified expert or professional adviser.

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-ground insights in various Asian markets with a sway towards ASEAN. Follow his work here. -- This podcast is provided for general informational and entertainment purposes only, and is not intended to provide financial, investment or other professional advice. Views expressed by third parties do not necessarily represent Smartkarma's views. Smartkarma assumes no responsibility or liability for the accuracy, compliance or completeness of the podcast or the information it contains. Users should not rely on the podcast or the information it contains when making individual, business or other strategic decisions and should always consult a qualified expert or professional adviser.

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, prospective bids, and special situations. He has recently served as Economic and Business Advisor at the Spanish Congress in Madrid. Prior to that, he has worked in the City of London: as a Credit Analyst at Bloomberg; Event-driven associate at former boutique European Research; and doubled as Special Situations and Equity-linked VP (convertible bonds) at Merrill Lynch. Jesús has an MBA from the London Business School, a BA (Hons.) degree in Economics from the Complutense University of Madrid, and a BA (Hons.) in Law from U.N.E.D., also in Madrid. Follow his work here. -- This podcast is provided for general informational and entertainment purposes only, and is not intended to provide financial, investment or other professional advice. Views expressed by third parties do not necessarily represent Smartkarma's views. Smartkarma assumes no responsibility or liability for the accuracy, compliance or completeness of the podcast or the information it contains. Users should not rely on the podcast or the information it contains when making individual, business or other strategic decisions and should always consult a qualified expert or professional adviser.

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 with Tencent, where he was responsible for the group's investments in overseas markets (Southeast Asia, the Middle East and Europe). Prior to Tencent, he was in the Principal Investments team at Swiss Re, where he focused on driving the group's investments into the financial services and fintech sectors in APAC. He has been responsible for investments and transactions of >$2 billion in total. Follow his work here. -- This podcast is provided for general informational and entertainment purposes only, and is not intended to provide financial, investment or other professional advice. Views expressed by third parties do not necessarily represent Smartkarma's views. Smartkarma assumes no responsibility or liability for the accuracy, compliance or completeness of the podcast or the information it contains. Users should not rely on the podcast or the information it contains when making individual, business or other strategic decisions and should always consult a qualified expert or professional adviser.

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 US, China, Japan, and emerging markets. He worked with US investment banks for 25 years covering institutional investors in Europe, Middle East, Far East and Australia. He covers financial markets on a multi-asset basis, and has been an independent economist covering the global economy and financial markets for the past 8 years since founding DeSaque Macro Research in London. Follow his work on Smartkarma. -- 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 2003, where he accumulated more than 15 years of on-ground knowledge on the Chinese economy and financial markets, and has a wealth of contacts with China corporates and government entities. Follow his work on Smartkarma. -- This podcast is provided for general informational and entertainment purposes only, and is not intended to provide financial, investment or other professional advice. Views expressed by third parties do not necessarily represent Smartkarma's views. Smartkarma assumes no responsibility or liability for the accuracy, compliance or completeness of the podcast or the information it contains. Users should not rely on the podcast or the information it contains when making individual, business or other strategic decisions and should always consult a qualified expert or professional adviser.

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-side (UBS & Morgan Stanley) and Buy-side (Och-Ziff), along with a wealth of industry contacts. The current focus is on electric vehicle stocks & their supply chains, aiming is to identify the winners and losers from a long/short perspective. This includes close coverage of legacy automakers as well. From time to time, he covers opportunistic events with stocks in the manufacturing sector, food & beverage, healthcare, and tech. Follow his work here. -- This podcast is provided for general informational and entertainment purposes only, and is not intended to provide financial, investment or other professional advice. Views expressed by third parties do not necessarily represent Smartkarma's views. Smartkarma assumes no responsibility or liability for the accuracy, compliance or completeness of the podcast or the information it contains. Users should not rely on the podcast or the information it contains when making individual, business or other strategic decisions and should always consult a qualified expert or professional adviser.