All Episodes
Smart Calls with Smartkarma — 148 episodes
Rubber Markets: Climate Trends and Production Risks
ASICS' Japan Boom: More Than Just Tourism?
The Shipping Pair Trade to Watch
High-Spec Logistics Assets, Attractive Yield?
SK hynix AGM Watch: ADR Potential
Tracking Global Uranium Momentum
The Medline IPO: Big Scale, Big Risks
The Hidden Math That Challenges Fujikura’s Boom
ASEAN Trade & Turbulence: Resilience, Deals & Monetary Strength
CEO Shake-Up Sends Temenos Shares Sliding
Newborn Town (9911 HK): China’s Global Social App Exporter
Dongfeng Motor Privatization: Key Risks, Valuations & Timeline
Kalyan Jewellers Under the Lens
Japanese Mid-Cap Banks: Interest Rate Winners
Malaysian Ringgit: Structural Issues & Potential Fixes
Mid Cap Momentum: Picking Winners in India’s Equity Market
Asian Terminals Unpacked: Growth Drivers and Market Outlook
Henlius Biotech’s Global Growth and Market Outlook
Innovation and Ownership Shifts at Bright Smart Securities
TFS IPO: Strong Margins, Hidden Risks
From Crisis to Opportunity: Investing in China’s Property Services
Chinese Banks: Undervalued and Overlooked?
Inside ENN Energy’s Complex Takeover Deal
Inside Zijin Mining: From Copper Roots to Battery Metal Futures
Svenska Handelsbanken: Arbitraging Brought to Book
eCommerce in Southeast Asia explained with Compounding Curiosity and Simon Torring
Should You Give in and Follow the Stock Market Rally with Jeroen Blokland
Disclosures and Governance in Indian Banks with Hemindra Hazari
Outlook on Chinese Banks with Stanley Tsai
India Top Stock Picks with Pranav Bhavsar and Nitin Mangal
Japan Top Investment Picks with Oshadhi Kumarasiri
High Yield Opportunities in Asia with Leonard Law, CFA, and Trung Nguyen
Stock Picks Based on Data Mining with Pyari Menon
Money Growth Leads to Inflation with Andreas Steno
2023 Top Opportunities in Indian Consumer Discretionary with Devi Subhakesan
A Buyback Forecasting Model for Asian Companies with Ankit Agrawal
Flashback Episode - Accounting and Insider Diagnostics with Ankit Agrawal
High-Conviction Ideas from the Indian Market with Ankit Agrawal
Flashback Episode - Remastered - A Dividend Forecasting Model for Asia with Ankit Agrawal
A Dividend Forecasting Model for Asia with Ankit Agrawal
Insurance Opportunities in China with Alec Tseung
Global Liquidity Outlook for 2023 with Michael Howell
Top Trade Ideas in China with Osbert Tang
Top China Internet Picks with Shawn Yang of Blue Lotus Research
H1 2023 Global Markets Outlook – A Focus on Momentum Confirmation with David Coloretti
This is not a webinar on Adani with Travis Lundy
Shopping in Tokyo: Japan Retail and Consumer Market Picks with Michael Causton
Healthcare in India: High Conviction Picks and Opportunities with Tina Banerjee
China Healthcare: Outlook and Opportunities in 2023 with Criss Wang
Is There Still Hope for Crypto in 2023 with Edward Wu
Top Indian Equity Picks with Gauri Anand
KT&G: Establishing the Case for Corporate Activism with Flashlight Capital Partners' CEO, Lee Sanghyun
Investment in China - Winter of Despair or Spring of Hope? with Evelyn Zhang
Inflation in Europe with Philip Rush
Short Trade Ideas in the US with Eric Fernandez
ESG in Commodities: Beyond the Noise with Kyle Rudden and Farah Miller
Top IT Picks in Japan with Scott Foster
China EVs: Sales Strong, Stocks Weak?! with Chris Redl, Sameer Taneja, and Raghav Kapoor
Shinsei Bank, Toa Oil, and Toyo Construction Updates with Travis Lundy
HR Tech Investment Opportunities with Shifara
ESG Risks in Korea with Soo Young Kim
Asia Economic Outlook and Opportunities with Said Desaque
Asian Banks: Risks & Rewards with Daniel Tabbush
Singapore Investment Ideas with Nicolas Van Broekhoven
Flashback Episode - Remastered - China Environment Sector Deep Dive: Solid Waste Treatment with Osbert Tang
Trade Ideas in ASEAN with Henry Soediarko
European Event-Driven: Top Ideas with Jesus Rodriguez Aguilar
DeFi Options Protocols with Alec Tseung
Understanding China’s Latest Stimulus with Said Desaque and Osbert Tang
Global Automotive Stock Picks with Chris Redl
High-Yield/Crossover Opportunities in Indonesia and India with Lucror Analytics
Flashback Episode - Global Sustainability & ESG Frameworks: What Matters Most with Kyle Rudden
Plugging Into India’s Emerging EV Sector with Devi Subhakesan
Flashback Episode - Assessing ESG Opportunities and Risks in IPOs with Kyle Rudden
Myth Vs Reality: Corporate Governance in India’s Financial Sector with Hemindra Hazari
Sustainability/ESG Disclosure and Reporting with Kyle Rudden
2022 High-Conviction Ideas on Emerging Markets FX with Gautam Jain
Asian Healthcare: A Clean Bill of Health with Tina Banerjee
Alt-Angles: ESG in Special Situations/Alternative Assets with Kyle Rudden - Part 2/2
Alt-Angles: ESG in Special Situations/Alternative Assets with Kyle Rudden - Part 1/2
Hacking for ESG Data Continued with Kyle Rudden
Will Central Banks Bail Out the World Again? with Michael J. Howell
ASEAN Rebound: Southeast Asia’s New Opportunity with Manu Bhaskaran
China Healthcare: Outlook and Opportunities in 2022 with Criss Wang
Bearish IndiaMart (INMART IN): Against Consensus with Nitin Mangal and Pranav Bhavsar
Conquering the Age-Old “ESG Data Problem” with Kyle Rudden - Part 2/2
Conquering the Age-Old “ESG Data Problem” with Kyle Rudden - Part 1/2
Data Mining Technical Publications for Stock Ideas with Pyari Menon
Short Trade Ideas in the US with Eric Fernandez
Japanese Retail and Covid: The Impact Now and Over the Next Five Years with Michael Causton
ESG Alpha: ESG’s Most Existential and Complicated Subject with Kyle Rudden
Japan IT Picks with Scott Foster
How to Do Fundamental Analysis on a Crypto Token: The Case of Uniswap with Josh Du
Potential Inclusions to the Hang Seng Index (HSI INDEX) with Brian Freitas
Asian Casino Outlook 2022: Challenges and Opportunities with Howard J Klein
Incorporating Forensic Accounting into Investing with Jason Yap
Law and Order: What the New Data Security Laws Mean for China’s Tech Sector with Evelyn Zhang
ESG Metrics and Materiality - What Matters to Whom and Why with Kyle Rudden
China Banks: Silver Linings Playbook with Stanley Tsai
Singapore Investment Ideas with Nicolas Van Broekhoven
Understanding Japanese Companies: Insights from LightStream Research
Sectors to Overweight and Underweight in Indonesia Amidst the Covid Crisis with Henry Soediarko
BHP DLC Reunification with David Blennerhassett and Travis Lundy
Foundations of Sustainable/ESG Investing and Finance with Kyle Rudden
2021 IPO Pipeline with Sumeet Singh and Aequitas Research
Evergrande: Quantifying Risks and Potential Domino Effect with Travis Lundy and Charles Macgregor
Top Picks in China / Hong Kong with Steven Chen
Themes Affecting the Risk-Reward Trade-Off in Emerging Asia with Manu Bhaskaran
Asian Brokers: A Competition Between Value and Growth with Alec Tseung
European Event-Driven: Top Ideas with Jesus Rodriguez Aguilar
Indian Banks: Poised for a Rebound with Saumya Agarwal
High-Yield Opportunities in Indonesia and India with Lucror Analytics
Hang Seng (HSI INDEX) Rebalance: What’s in Store for June? with Brian Freitas
Indian IT Services Revisited: Picks and Pans with Wium Malan
Latin America Financials: Focusing on Value Opportunities with Victor Galliano
Alpha Bites: Trade Ideas in FX and Rates with Gautam Jain
Sustainability and ESG Indices: A Booming Ecosystem with Kyle Rudden
Pinduoduo (PDD US): Know When to Fold with Mitchell Kim
Investor Positioning in Emerging Markets with Steven Holden
Asian Market Technicals - Cycle Tops Forming with Thomas Schroeder
Bullish Banks Thesis with Daniel Tabbush
United Spirits: What’s the Best Way Forward? with Pranav Bhavsar and Nitin Mangal
Inflation in Europe with Phil Rush
Light & Shadow: Disclosures and Governance in Indian Banks with Hemindra Hazari
Jardine Matheson Acquires Jardine Strategic with David Blennerhassett, Brian Freitas, and Angus Mackintosh
Koei Tecmo - Capcom: Warriors and Monster Hunters on the Rise with Mio Kato
Pair Trade - Long Air China, Short China Southern: Still an Opportunity? with Osbert Tang
Japan Small-Cap Growth: 3 Stocks with Unrecognised Potential with Mark Chadwick
Global Liquidity: A Booming 2021? with Michael J. Howell
Beyond Meat: Upbeat Long-Term Outlook with Devi Subhakesan
Investment Opportunities in China’s Healthcare Industry with Criss Wang
Asia and the Era of Activism with David Lepper
2021 Themes and Trends with Smartkarma Co-Founders Raghav Kapoor and Jon Foster
Asian Markets Technical Outlook - An Update with Thomas Schroeder
Japan in the Suga Era - Policy Priorities And “Suga Stocks” with Campbell Gunn - Part 2/2
Japan in the Suga Era - Policy Priorities And “Suga Stocks” with Campbell Gunn - Part 1/2
Nintendo: Leveling Up with Mio Kato
China Environment Sector Deep Dive: Solid Waste Treatment with Osbert Tang
Japanese Autos: What’s Next? with Mio Kato
Asian Solar Energy Sector: Moving Past Subsidies with Aqila Ali
India Ecommerce Logistics: A Rising Tide with Pranav Bhavsar and Nitin Mangal
Beyond Food: No Longer Impossible with David Huggins
Top Ideas in European Event-Driven with Jesus Rodriguez Aguilar
Asia's Restaurant Sector: Disrupted with Devi Subhakesan
Ant Group IPO: The World’s Greatest? With Arun George and Victor Galliano
Mercari: The Ten-Bagger Investment Thesis with Mio Kato
Indian IT Services: Picks and Pans with Wium Malan
China Brokers: M&A Ushers in a New Landscape with Roger Xie