Smart Calls with Smartkarma

This episode zeroes in on ecommerce and logistics in India, with the help of Insight Providers Pranav Bhavsar and Nitin Mangal who take us through their Original Insight, Indian E-Commerce Logistics - Shipping Into The Limelight, studying the sector and how the latest ecommerce boom has affected public and private players in the market. Learn more: https://skr.ma/mhqUQpoKfDtQDTGT6

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.

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.

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 speak to David Huggins, CFA, Nutrition Portfolio Manager at Blackrock’s BGF Nutrition Fund. David discusses current trends in food and nutrition, including plant-based protein, changing consumer behaviour, and the future of food technology.

David Huggins is co-portfolio manager of the BGF Nutrition fund, a Blackrock sustainable thematic fund. Areas of expertise include nutrition, food & beverage, agriculture, and cannabis/CBD. He has a solid track record in public equity investing and is skilled in bottom-up investment analysis, modelling, and big-picture thinking. He graduated from the University of Bristol and is a CFA Charterholder.

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 Jesus Rodriguez Aguilar to go over key ideas in Europe's Event-Driven landscape, as the impact of COVID-19 is still felt widely. 

Jesus Rodriguez Aguilar is an Event-Driven Analyst looking across sectors at opportunities arising from securities mispricing (both credit and equity), share classes, bid announcements, prospective bids, and special situations. Learn more at: https://www.smartkarma.com/profiles/jesus-rodriguez-aguilar

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 joined by Insight Provider Devi Subhakesan to discuss disruption in Asia’s restaurant sector, which is currently struggling to overcome the brutal impact of COVID-19. Devi will present her findings from her Smartkarma Original, Asia Restaurant Sector: Disrupted. Opportunities/Challenges Ahead -Time to Pivot & Persist, which looked at companies from Yum China Holdings, Inc (YUMC US) and Haidilao (6862 HK), to Jollibee Foods (JFC PM) and Starbucks Corp (SBUX US) China.

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. Learn more at: https://www.smartkarma.com/profiles/devi-subhakesan

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 joined by Insight Providers Arun George and Victor Galliano to discuss the upcoming IPO of Ant Financial (1051260D CH). The Chinese fintech giant is slated for a dual listing in Shanghai and Hong Kong to raise US$30 billion, making it potentially the largest IPO ever.

Arun George has over 13 years’ experience covering the Technology sector. During this time, he has worked with technology startups and as an equity analyst in investment banks and independent research firms. He was formerly a Technology Analyst for Canaccord Genuity, Altium Securities, Espirito Santo Investment Bank, Noble Group, and Clear Capital. Learn more at: https://www.smartkarma.com/profiles/arun-george

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. Learn more at: https://www.smartkarma.com/profiles/victor-galliano

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 are joined by Insight Provider Mio Kato, who will walk us through his "ten-bagger" call in Mercari Inc (4385 JP) , as outlined in his Insights, including "Mercari – Our Ten Bagger Call Is Actually Starting to Look Somewhat Sane" (https://skr.ma/xt7dLQeue7JNSgB96) and "Mercari – A Primer to Refresh Our Top Conviction Call" (https://skr.ma/o1G9dGQeqSkjSzie7) - a conviction that now seems justified after the ecommerce firm's latest results.

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. Learn more at: https://www.smartkarma.com/profiles/mio-kato

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 Wium Malan to discuss the state of Indian IT Services firms, the impact of COVID-19, and how key companies in the sector have performed since the March 2020 lows.

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. Learn more at: https://www.smartkarma.com/profiles/wium-malan-cfa

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 sharing our Webinar featuring Insight Provider Roger Xie, who offers his insights on consolidation in the Chinese brokerage business, and who stands to gain and lose against the backdrop of China's economic transformation.

Roger Xie has 10 years of investment experience in public and private equity. He specialises in deep-dive fundamental research in China and the US market. Follow his work at Smartkarma: https://www.smartkarma.com/profiles/roger-xie

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.