Smart Calls with Smartkarma

On this episode, we take a look into China's healthcare industry and the opportunities therein. For this session, we are excited to be joined by Xinyao (Criss) Wang , who will share her high-conviction ideas for the coming year, as outlined in her Insight, 2021 High Conviction - Investment Opportunities in China Healthcare Industry: https://skr.ma/ApK6pNpX7SPfHJoVA

Xinyao (Criss) Wang is a HK/China Healthcare Analyst with over 10 years of experience in both finance and healthcare, covering clinic operations, investment, and equity research both in China and overseas. Learn more: https://www.smartkarma.com/profiles/xinyao-criss-wang

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.

Insight Provider David Lepper joins us to talk about the rise of investor activism in Asia. David shares insights from his recent Smartkarma Original series, which explores activism in-depth, including the impact of COVID-19, the roadmap for 2021, and defence strategies for corporates. The series starts with Asia and the Era of Activism Part 1: Activism Trends, the Identification of Targets & Returns (https://skr.ma/toA3d9jDsHtSbvo2A)

David Lepper is Managing Partner and Founder of SR Services, a firm focusing on Strategic Knowledge and Solution provision to Global Family Offices and Corporate Business. Prior to founding SR Services in 2011, he spent 15 years in Investment Banking and Asset Management based in Australia, Asia, and the MENA region. He has held senior positions in BNP Paribas, UBS, and HSBC, with a focus on Public and Private Company Special Situations & Strategy. Learn more: https://www.smartkarma.com/profiles/david-lepper

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 very special episode, we catch up with the Co-Founders of Smartkarma, CEO Raghav Kapoor and CRO Jon Foster, to discuss the impact of 2020 and major market-moving themes of 2021. Key investment themes, the democratisation of financial markets, the rise of emerging economies, and digital currencies are just some of the trends we touch on. And of course, you can dig deeper into all those topics and much more on smartkarma.com.

Also, learn more about INSIGHT 2020, our first all-digital, four-day conference that took place in May last year and catch the recorded sessions here: insight2020.live

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.

Happy New Year! For our first episode of 2021, Insight Provider Thomas Schroeder provides an updated view on his technical outlook for Asian markets, taking us from North Asia to Southeast Asia and from the US dollar to Gold and Oil. Smartkarma subscribers can also head to the Webinar page to follow along with Thomas's comprehensive charts, as he pulls them up on the spot: https://www.smartkarma.com/insights/smartkarma-webinar-asian-markets-technical-outlook-an-update

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. Learn more at: https://www.smartkarma.com/profiles/thomas-schroeder

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 Part 2 of of Campbell Gunn's presentation and discussion about Japan under the new Prime Minister, Yoshihide Suga, we look at where Mr. Suga stands on specific policies and at potential market movements during his tenure. The presentation is based on Campbell's recent Smartkarma Original Insight, 🇯🇵 Japan in the Suga Era - Policy Priorities & 'Suga Stocks'. It's definitely recommended reading, and it will help you zero in on the points highlighted in this episode: https://www.smartkarma.com/insights/japan-in-the-suga-era-policy-priorities-suga-stocks

Campbell Gunn is a former Japan Equity PM with over 30 years of experience, now providing database-driven analysis of the Japanese market, sectors, peer groups, and stocks for LightStream Research. Learn more at: https://www.smartkarma.com/profiles/campbell-gunn

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 Campbell Gunn for an in-depth presentation and discussion about Japan under the new Prime Minister, Yoshihide Suga, based on Campbell's recent Smartkarma Original Insight, 🇯🇵 Japan in the Suga Era - Policy Priorities & 'Suga Stocks'. The Insight is definitely recommended reading, and it will help you zero in on the points highlighted in this episode: https://www.smartkarma.com/insights/japan-in-the-suga-era-policy-priorities-suga-stocks

This first part of two covers Mr. Suga’s origin story, his political beginnings and his journey towards the prime ministership. Don’t forget to tune in next week, when Campbell will go more in-depth into Mr. Suga’s policies and the investment environment in Japan during his tenure.

Campbell Gunn is a former Japan Equity PM with over 30 years of experience, now providing database-driven analysis of the Japanese market, sectors, peer groups, and stocks for LightStream Research. Learn more at: https://www.smartkarma.com/profiles/campbell-gunn

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 feature a conversation from earlier this year, with Mio Kato, CFA running through his view on Nintendo Co Ltd (7974 JP), as illustrated in Insights such as Nintendo – Pay Attention to NVIDIA and DLSS as Well as Switch Momentum and Pokemon and Nintendo – Deftly Animal Crossing Over the COVID Trap. With the Japanese games stalwart marking quarter after blockbuster quarter this year, it’s a good time to go back and hear just why Mio has been so bullish on it.

Mio Kato has over 15 years of experience looking at Japanese and Asian cyclically driven sectors such as Gaming, Factory Automation and Autos. He was previously with FrontPoint Partners LP, Arrowhawk Capital Partners, and Uzabase before founding LightStream Research.

Related Smartkarma Insights

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 welcome Insight Provider Osbert Tang, CFA to discuss the outlook of China's solid waste treatment industry, as outlined in his Smartkarma Original Insight, China Environment Sector Deep Dive: Solid Waste Treatment, focusing on the impact of China's revised Solid Waste Pollution Environmental Prevention and Treatment Law on the country's major listed waste treatment companies.

Osbert Tang is an equity analyst with over 20 years of experience, focusing on China transport, infrastructure, industrials, and utilities. He has been based in Shanghai since 2003, accumulated more than 15 years of on-ground knowledge on the Chinese economy and financial markets, and has a wealth of contacts with China corporates and government entities.

Related Smartkarma Insights

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.

For this episode, we welcome back Insight Provider Mio Kato to go over the current state of the Japanese auto industry and explore the major drivers that will determine what comes next - including electric vehicles, self-driving technology, and more.

Mio Kato has over 15 years of experience looking at Japanese and Asian cyclically driven sectors such as Gaming, Factory Automation and Autos. He was previously with FrontPoint Partners LP, Arrowhawk Capital Partners, and Uzabase before founding LightStream Research.

Related Smartkarma Insights

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.

For this episode, we welcome Insight Provider Aqila Ali to discuss Asia's solar energy sector, which she has explored in depth in her Smartkarma Original Insight: Asian Solar Energy Sector: Powered by Subsidies and Moving Downstream. Read the Insight at: https://skr.ma/yRWsBMAh9vRucBVF7

Aqila Ali is an Equity Analyst at LightStream Research, covering Asian auto components and MLCC stocks. She has over five years of experience in investment research covering multiple industries including auto components, MLCCs, telecommunications, and CASE trends.

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.