Smart Calls with Smartkarma

Weather patterns across Southeast Asia in early 2026 have been uneven with early rainfall giving way to drier conditions, setting the stage for potential supply impacts in natural rubber.Vinod Nedumudy joins Pranav Rao to unpack:• How shifting rainfall patterns are affecting rubber-producing regions• Why El Niño typically leads to weaker latex yields over time• The lagged impact of drought on rubber production cycles• What rising temperatures and below-normal rainfall could mean for the rest of 2026Like what you heard? Share this episode and follow us for more Smart Calls.Listen to the full conversation and access Vinod's Insight here: skr.ma/aWd8jThis 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.

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 unpack:• Why tourist spending especially for Onitsuka Tiger has driven recent growth in Japan• The structural challenges in ASICS' traditional wholesale model• Risks from shifting tourism trends and geopolitical factorsLike what you heard? Share this episode and follow us for more Smart Calls.Listen to the full conversation and access Michael's Insight here: skr.ma/ALnCUThis 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.

The performance gap between SITC International Holdings and Orient Overseas International Limited continues to widen, reinforcing the pair trade thesis.Osbert Tang joins Pranav Rao to unpack:• Why SITC continues to outperform OOIL on profitability and returns• How intra-Asia trade strength is supporting SITC's growth• The impact of China–US trade softness on OOIL• How oil prices and Middle East developments could shift the balanceLike what you heard? Share this episode and follow us for more Smart Calls.Access Osbert's Insight here: skr.ma/I8n7MThis 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.

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 George joins Pranav Rao to break down the upcoming IPO of UI Boustead REIT:• The portfolio of 23 logistics and industrial assets across Singapore and Japan• Strategic tenants including Razer, GSK and Rolls-Royce• Why its lease profile and yield could appeal to investors• Key risks around occupancy levels and Japan exposureLike what you heard? Share this episode and follow us for more Smart Calls.Read the full Insight - skr.ma/dK4eZThis 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.

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 Rao to break down what to watch at the upcoming meeting:• The key AGM agenda items that could enable an ADR listing• How capital reserve reductions and buybacks may support the move• Why management may prefer existing shares over new issuance• How a US listing could help close the valuation gap with peersLike what you heard? Share this episode and follow us for more Smart Calls.🎧 Listen to the full conversation and access Sanghyun's Insight here: skr.ma/x8lIUThis 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 | Tracking Global Uranium MomentumAs AI-driven power demand accelerates, nuclear energy is back in focus, pushing uranium stocks sharply higher and driving record inflows into the Global X Uranium ETF (URA).Brian Freitas joins Pranav Rao to unpack:• Why AI is reshaping the uranium demand story• How URA's index construction drives stock-level flows• Key rebalance dates investors should watch• Which stocks may see significant inflows and outflowsLike what you heard? Share this episode and follow us for more Smart Calls.Read the full Insight - on.skr.ma/4k0RsXqThis 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 | The Medline IPO: Big Scale, Big RisksMedline, one of the largest suppliers of everyday medical and surgical essentials is heading for what could be the biggest US IPO of 2025, with a potential $5.4B raise and heavyweight cornerstone investors on board.Jeff Zell joins Pranav Rao to break down:• What makes Medline a "backbone" player in US healthcare• Key details of the IPO structure and cornerstone participants• Why size, leverage, and timing create real risks• The challenges of pricing a deal with 49 underwritersLike what you heard? Share this episode and follow us for more Smart Calls.Read the full Insight - https://skr.ma/C7S7kIPO Boutique - https://on.skr.ma/44ETWnZThis 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 | The Hidden Math That Challenges Fujikura’s BoomFujikura’s valuation has soared more than fourfold, but is the market overlooking a structural decline in cable demand?Michael Allen joins Pranav Rao to break down:• Why Fujikura’s EBITDA multiple expanded so sharply• Why rising cable lengths won’t offset demand compression• The psychology driving extreme AI-linked valuationsLike what you heard? Share this episode and follow us for more Smart Calls.Read the full Insight - https://skr.ma/K9VoFMichael Allen - https://on.skr.ma/4ioddzzThis 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 | ASEAN Trade & Turbulence: Resilience, Deals & Monetary StrengthASEAN is splitting into two paths — with Vietnam, Singapore, and Malaysia standing out as the likely winners.Manu Bhaskaran joins Pranav Rao to unpack: • Why ASEAN trade has stagnated • How CPTPP gives members a competitive edge • The role of RCEP in regional trade flows • Why central bank credibility will be critical amid global turbulenceLike what you heard? Share this episode and follow us for more Smart Calls.Read the full Insight - https://skr.ma/68g95Manu Bhaskaran - http://on.skr.ma/4q8MPgHThis 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 | CEO Shake-Up Sends Temenos Shares SlidingTemenos shares fell ~16% following the sudden departure of CEO Jean‑Pierre Brulard, just 16 months into the role.Gregory Ramirez joins Pranav Rao on this Smart Call to unpack:• What triggered the leadership change• Whether Temenos has a structural succession issue• If the board is acting decisively enough this time• What KPIs to track as the company pushes forward on its strategic plan to 2028Like what you heard? Share this episode and follow us for more Smart Calls.Read the full Insight - https://skr.ma/VkogWGregory Ramirez - http://on.skr.ma/4ghKGusThis 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 | Newborn Town (9911 HK): China’s Global Social App ExporterNewborn Town is building an “App Factory” of export-only social and dating platforms—live streaming, voice chat, casual games—targeting the Middle East, Southeast Asia, and North America. Despite ~30–35% revenue growth and ~16% net margins, it trades at just 0.4x PEG compared to 0.8–1x peers.Pranav Rao speaks with Raj S to unpack:• Global expansion across digital verticals• AI-driven operating leverage• Valuation gap and re-rating thesisLike what you heard? Share this episode and follow us for more Smart Calls.Read the full Insight - http://on.skr.ma/4lUV9wWRaj S - http://on.skr.ma/4mJ6O3iThis 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 | Dongfeng Motor Privatization: Key Risks, Valuations & TimelinePrivatization premium. EV spin-off. What does the Dongfeng Motor (489HK) deal mean for investors?Pranav Rao speaks with Arun George to unpack the offer structure, valuation upside, and key risks• Strategic move to align with China’s auto sector consolidation• Timeline stretches to 2026 with regulatory approvals and shareholder voteUnpack what arbitrageurs need to know on the deal.Like what you heard? Share this episode and follow us for more Smart Calls.Read the Insight - https://skr.ma/nFjNCArun George - http://on.skr.ma/45GirSCThis 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 | Kalyan Jewellers Under the LensFranchise expansion. Capital redeployment. What’s really behind Kalyan Jewellers’ growth strategy?Pranav Rao speaks with Pranav Bhavsar, who flags key investor watchpoints from the latest earnings call• Pause in debt reduction to free up real estate collateral• Faster supplier payments without clear ROC impact• Franchise model delivering lower margins vs peersWith the AGM approaching, investors have a prime chance to press management on their capital allocation decisions.Like what you heard? Share this episode and follow us for more Smart Calls.Read the Insight - https://on.skr.ma/4fBovPiPranav Bhavsar - https://on.skr.ma/4mLGg12This 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 | Japanese Mid-Cap Banks: Interest Rate WinnersSteeper yield curve. Stronger net interest income. Cleaner balance sheets. Which Japanese banks stand to gain the most?Pranav Rao speaks with Victor Galliano, who shares his bullish view on mid-cap Japanese banks and his top pick: Iyogin Holdings (5830 JP).• 60%+ of market cap in cross-shareholdings, potential for shareholder returns • 60% of loan book on floating rates, high gearing to rising interest rates• Attractive valuations and low NPL ratioLike what you heard? Share this episode and follow us for more Smart Calls.Read the Insight - https://skr.ma/3rXHJVictor Galliano - http://on.skr.ma/4lpfqKKThis 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’s driving the Ringgit’s weakness despite current account surpluses? And can reforms help stabilize it?Pranav Rao speaks with Chan Kok Peng, who highlights key factors behind the Ringgit’s decline: • Aggressive currency interventions signaling fundamental weakness • Dwindling structural support from the current account • Rising domestic shift to foreign currency depositsPlus, a look at potential long-term reforms to support Malaysia’s balance of payments.Like what you heard? Share this episode and follow us for more Smart Calls.Read the full free Insight - http://on.skr.ma/3J9BfAPChan Kok Peng - http://on.skr.ma/3Umvq5iThis 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 | 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 this episode, we welcome back Insight Provider Ankit Agrawal, CFA for a discussion about his quantitative approach for identifying Asian companies that are likely to raise or cut buybacks. Ankit outlined the models for raising and cutting as well as the results of applying this approach to a universe of 920+ companies listed across Asia, in his Smartkarma Original Insight Asia Buyback Forecasting | Which Companies Are Likely to Raise/Cut Buybacks? You can read it, and access the model for yourself, here: https://skr.ma/Yp91ho7imHc9rcDT6 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. Follow his work at: https://skr.ma/huiM19U44xNBh2439 Disclaimer: https://yellowstoneequity.com/disclosuresNoInterest 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 flash back to an older Webinar session with Analyst Ankit Agrawal, walking us through the tool he developed in order to conduct forensic analysis to detect accounting red flags in companies, as well as a repository of Asian companies and associated key insiders targeted by prominent short-sellers to help serve as a tool for insider diagnostics.  Find more information in Ankit's Original Insights: - A Forensic Analysis Tool for Detecting Accounting Red Flags: Focus on Developed Asia - Insider Diagnostics: A Repository of Short-Sell Target Asian Companies & Associated Key Insiders  Ankit has also developed tools such as a dividend forecasting model and a buyback forecasting model for Asian companies. We covered those in previous episodes, here and here. Disclaimer: https://yellowstoneequity.com/disclosuresNoInterest Follow Ankit's work here.  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, recorded on 11 May 2022, Analyst Ankit Agrawal shares and elaborates on three high-conviction ideas from the Indian market, across sectors and market caps.  Companies discussed in this episode:  KPIT Technologies  Healthcare Global Bajaj Finance Smartkarma subscribers can access Ankit's presentation here. Follow Ankit's work here. Disclosure: https://yellowstoneequity.com/disclosures 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 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 Disclaimer: https://yellowstoneequity.com/disclosuresNoInterest -- 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 special episode, Insight Provider Ankit Agrawal, CFA, 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 here: https://skr.ma/U4Zw9jGHXHRtt1Kn6 To try out the model for yourself, visit Smartkarma and learn more about our available plans. 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. Disclaimer: https://yellowstoneequity.com/disclosuresNoInterest 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.