Smart Calls with Smartkarma

In this episode, we are excited to welcome Insight Provider Saumya Agarwal, who goes over key trends playing out in the Indian banking sector. Saumya also shares her top picks amongst Indian Banks, so stick around to the end!

Smartkarma users can find the presentation slides here: https://skr.ma/XbnHLxzoqtowFs6Y9

Saumya Agarwal has 12 years of experience analysing the BFSI sector, from both a credit and equity perspective. Saumya was previously a rating and credit risk assessment analyst at CRISIL, Indian Banks equity analyst at HSBC Securities, and Investment Banking analyst at JPMorgan. Follow her work: https://skr.ma/QuZ5mY679n1v2oUb6

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.

On this special episode, we have the pleasure of welcoming Insight Providers Charles Macgregor, Leonard Law, and Trung Nguyen of Lucror Analytics. The analysts go over high-yield picks in the Indonesian and Indian markets, focusing on names that Lucror covers and outlining their high-conviction "Buy" ideas.

This episode's presentation can be found here: https://skr.ma/ZK4u7Crv4Pw26sRd8

Charles Macgregor is an industry veteran with over 35 years of experience. As Head of Asia, he is responsible for the Asian credit research product at Lucror, which he joined in 2013. Previously, he had worked for Deutsche Asset Management, where he was Head of Credit Research, Asia-Pacific and Co-Chair of their Global Credit Methodology Committee. He also worked at Moody’s, where he was a Senior Credit Officer and a member of their New Instruments Committee and Symbols & Definitions Committee. Follow his work: https://skr.ma/eo2AP5v6VsRmWYcD9

Leonard Law 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: https://skr.ma/CKFZpohb6GzTFfH77

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: https://skr.ma/1pHREyj8z5QDLRLE9

On this episode, we 're excited to welcome back Insight Provider Brian Freitas, who will discuss the upcoming rebalance of the Hong Kong Hang Seng Index (HSI INDEX). The HSI rebalance is slated to increase constituents to 80 by mid-2022, better balance representation among industry groups, and rationalise the weighting cap to 8% for all stocks. Brian shares his views on how the developments affect various sectors represented on the HSI, as well as specific stocks.

Smartkarma subscribers can access Brian's presentation here: https://skr.ma/YfzoaZAMvg5XLCQn7

Brian Freitas is a highly experienced ex-delta one trader with over 17 years of experience. He was previously with Barclays, Macquarie, Credit Suisse and BNP Paribas. Follow his work: https://skr.ma/mqJboLCC8hszjQ5T7

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.

On this episode, we're happy to welcome back Insight Provider Wium Malan, who shares an updated view on key IT services companies in India. The session covers Tata Consultancy Svcs (TCS IN), Infosys Ltd (INFO IN), Wipro Ltd (WPRO IN), and Hcl Technologies (HCLT IN), as Indian IT services companies expect significant growth in FY2022 - albeit off a low base. Is this the start of a hyper-growth period, and has this already been priced into their lofty valuations?

Smartkarma subscribers can access Wium's presentation here: https://skr.ma/sjkiARkda8paKbxL7

Wium Malan is a Global Equity Analyst with 13+ years of experience on the Buy-side covering companies in Emerging and Developed markets. He specialises in Fundamental and Quantitative analysis on companies in the Internet, Telecommunication, Media, Technology, IT Services, Healthcare, Pharmaceutical, and other Industrial sectors. Follow his work: https://skr.ma/g7RwpQxiE2EWSkRU6

You can listen to the previous podcast episode featuring Wium Malan's picks and pans here: https://bit.ly/3fA8vQl

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 latest episode, we are excited to welcome Insight Provider Victor Galliano, who shares his insight into opportunities in Lat-Am financials.

Smartkarma subscribers can access Victor's presentation here: https://skr.ma/KSci4RwkL8QQcktC9

Victor Galliano is an experienced equity banks analyst, having covered Latin America banks and non-bank financials for over 12 years, as well as more recently covering Italian banks and Fintech. He has worked in sell-side equity research for 30 years in a career spanning Barclays, HSBC, BBVA LatInvest, Barings, and NatWest. Follow his work: https://skr.ma/ta9A2nsAKWEFaRNL8

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 latest episode, we're excited to host Insight Provider Gautam Jain. Speaking to Smartkarma's own Pranav Rao, Gautam shared details about his process identifying Emerging Markets FX & Rates ideas, drawing on his experience covering global fixed income emerging markets. 

Smartkarma subscribers can access Gautam's presentation here: https://skr.ma/ggEWxNuR44DDW4og9

Gautam Jain has over 20 years of experience covering global emerging fixed income markets, both as a strategist and a portfolio manager. He has worked in buy-side and sell-side firms, including The Rohatyn Group (TRG Management), Barclays Capital, and Millennium Partners. He has helped manage emerging markets local-currency and hard-currency debt funds. The assets that he covers include currencies, interest rates, sovereign credits, and related derivatives. He specialises in portfolio construction, smart-beta index creation, and asset allocation. He holds a Ph.D. in Operations Research from Columbia University and is a CFA charter holder. Follow his work: https://skr.ma/x7o2hNTofEfht7tDA

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 delighted to welcome Insight Provider Kyle Rudden, who helps us unravel the tangled web of index providers and the SRI (sustainable and responsible investing) and ESG (Environmental, Social, and Governance) indices and benchmarks they create, which power the current growth in sustainable investing. Read Kyle's Smartkarma Original Insight here: https://skr.ma/mnDxihDRMkCZjY1R8

Kyle Rudden is an ESG (Environmental, Social, Governance) analyst with an alpha-centric approach to ESG research. After all, ESG investing is, first and foremost, investing. "Alpha-centric" does not mean apathetic, however. Quite the contrary. Kyle 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. Profitability is necessary for sustained impact. The Triple Bottom Line. People, Planet, AND Profit. Follow his work: https://skr.ma/qcJeXohxz1dgqW5m7

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 latest episode, we welcome Insight Provider Mitchell Kim to go over his view on Pinduoduo (PDD US). Despite the appeal of ultra-growth, Mitchell flags five reasons why investors should tread carefully.

Smartkarma subscribers can access Mitchell’s presentation here: https://skr.ma/Q24i83xSJoCbbJ3RA

Mitchell Kim is a fundamental equity research analyst with 20+ years of both hedge fund and a bulge bracket sell-side experience. He has a reputation for rigorous analysis, focusing on stock price drivers and providing differentiated or contrarian ideas. Follow his work: https://skr.ma/gUZzPUX8TPs2D3jw5

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 Insight Provider Steven Holden for a general analysis of active fund positioning across countries/sectors and stocks, to highlight under-owned and over-owned areas of the market. What do Alibaba and Tencent look like in China? What about the financials sector in Turkey, South Africa, and Brazil? Tune in as Steven addresses these questions and more using his unique data-driven approach.

Steven Holden is the CEO and Founder of Copley Fund Research, an independent provider of research on equity fund positioning and performance. Set up in 2014, Copley focuses on global, global EM, US, Asia Ex-Japan and China active equity funds, covering over US$4 trillion in assets across 1,300 active managers. Learn more about Steven and get in touch: https://skr.ma/oZ5AdXUNEBr6Bw9J7

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 Thomas Schroeder who will take us through a timely update on Asian technicals using his unique chart-based analysis. The webinar version of this session was broadcast live on 31 March 2021. For additional insights, Smartkarma subscribers can access Thomas's presentation and charts here: https://skr.ma/qGzV9pUw3tqtmwm9A

Thomas Schroeder started using charts and trading in the FX markets in 1989 and entered the equities arena in 1992 with Deutsche Bank as a fundamental analyst, but found himself relying more on inter-market cycles and charts. In 1994, he became the Asian head of Technical Research for UBS Securities in Hong Kong and in 1997 he was charged with heading the Global Technical Research team for SG Securities. In July of 2003, Chart Partners Group Limited was formed, providing clients with timely and accurate progressive trading strategies in a truly global context. Follow his work: https://skr.ma/hncYnrGXUjfCC8YJ7

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.