Smart Calls with Smartkarma

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. 

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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.

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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. 

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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.

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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.

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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.

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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.

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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.

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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

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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.

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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.

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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.

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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? 

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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.

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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. 

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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.

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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. 

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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.

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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. 

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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.

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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.