Smart Calls with Smartkarma

In this episode, we continue Insight Provider Kyle Rudden's ESG Webinar Series in collaboration with SGX. In this fifth instalment, Kyle picks up where the last session left off, delving deeper into topics covered in the "Dorking for Data" section there. He addresses hands-on ESG data discovery and acquisition; uncovering original ESG data and information; and sharing ESG investing insights that others don't have. He also covers sources and methods, such as lesser-known troves of ESG data, ESG-relevant OSINT, specialised search engines and queries, and a few other tricks of the trade.

Smartkarma subscribers can find the presentation here.

Find all previous sessions in Kyle Rudden's ESG webinar series here:

01 - Smartkarma Webinar | Foundations of Sustainable/ESG Investing and Finance 

02 - Smartkarma Webinar | ESG Metrics and Materiality - What Matters to Whom and Why

03 - Smartkarma Webinar | ESG Alpha: ESG’s Most Existential and Complicated Subject

04 - Smartkarma Webinar | Conquering the Age-Old "ESG Data Problem"

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.

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, recorded on 17 March 2022, Michael J. Howell looks at the devastating implications of higher oil prices and China’s latest monetary squeeze on Global Liquidity and the markets. He also outlines his data on Liquidity and the correlation to the current market situation, and answers audience questions on everything from inflation to 

Smartkarma users can find the presentation slides here: https://skr.ma/Q81u3sM3qY1Crm2fA

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: https://skr.ma/jYww9yYmcUiA2NCWA

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, recorded on 9 March 2022, we are delighted to welcome back Insight Provider Manu Bhaskaran. In the aftermath of the COVID crisis, Southeast Asia is back on a path to growth, although the continuing instability following the Russian invasion in Ukraine is having its own impact. As a keen, long-time observer of the region, Manu lays out the economic factors and key trends breeding new opportunities in ASEAN, which foreign investors need to know about, and weights the region's prospects given the fundamental shifts created by the war in Ukraine.

Smartkarma users can find the presentation slides here: https://skr.ma/jp626LDc3x4TcBC17

Manu Bhaskaran is a leading Asia economist based in Singapore, with more than 30 years of experience in studying economic, political, and security issues that shape the business environment in Asia. He coordinates the Asian business of Washington DC-based strategic advisory firm, Centennial Group, directing its Asian economic research practice, which provides in-depth analysis of macro trends in Asia. He works extensively with investment institutions, government agencies, and corporations, and regularly presents his views on the economic, political, and business environment in Asia at business conferences and in-house briefings. He is a member of the Regional Advisory Group for Asia and the Pacific of the International Monetary Fund. Follow his work: https://skr.ma/1KmDj8DZ22Y2dPdA9

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, recorded on 16 February 2022, Healthcare Analyst Criss Wang joins us for a deep-dive into China's healthcare sector, exploring investment opportunities, stocks to watch, and general outlook for the year ahead.

Stocks mentioned in this episode:

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Follow Criss's work: https://skr.ma/E9jCnmveESxaKicQ7

Smartkarma subscribers can access the presentation slides here: https://skr.ma/Tc214CYti7ymf2dr7

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Criss Wang is a HK/China Healthcare Analyst with over 13 years of experience in both finance and healthcare, covering clinic operations, investment, and equity research both in China and overseas.

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, recorded on 23 February 2022, we welcome back Nitin Mangal and Pranav Bhavsar, who share their actionable, counter-consensus look into IndiaMart (INMART IN). While the stock is well-owned, forensic accounting and investigative due diligence from our Analysts suggests that risks are grossly under-appreciated. Nitin and Pranav take us through their investigating process, and then drill down to some of their key findings.

Smartkarma subscribers can find the presentation here: https://skr.ma/nRMHYFysNXHAzkmc7

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. Follow his work at: https://skr.ma/XBundkdDTFj4KAwe8

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. Follow his work at: https://skr.ma/4QXnLWjxzTGGMBRZ7

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 continue Insight Provider Kyle Rudden's fourth session in his ESG Webinar Series, organised in collaboration with the Singapore Exchange.

In this second part, Kyle breaks down how to source ESG data and answers audience questions.

Follow Kyle's work: https://skr.ma/qcJeXohxz1dgqW5m7

Smartkarma subscribers can find the presentation here: https://skr.ma/Z8FmZHKLLZ5zsgmv8

ESG Series, Session 1: https://on.skr.ma/3ouX8yf

ESG Series, Session 2: https://on.skr.ma/3fBBOBe

ESG Series, Session 3: https://on.skr.ma/3rTlva5

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.

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 Kyle Rudden for the fourth session in his ESG Webinar Series, organised in collaboration with the Singapore Exchange.

In this first part, Kyle goes over the ecosystem and problems around ESG data. A critical component of generating ESG Alpha, ESG data is inherently flawed, but quality and availability is improving as investor demand and regulations drive changes. 

Then, tune in next week for the second part, where Kyle breaks down how to source ESG data and answers audience questions.

Follow Kyle's work: https://skr.ma/qcJeXohxz1dgqW5m7

Smartkarma subscribers can find the presentation here: https://skr.ma/Z8FmZHKLLZ5zsgmv8

ESG Series, Session 1: https://on.skr.ma/3ouX8yf

ESG Series, Session 2: https://on.skr.ma/3fBBOBe

ESG Series, Session 3: https://on.skr.ma/3rTlva5

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.

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, Insight Provider Pyari Menon shares his stock ideas based on data mined from technical publications.

Such publications, like patents and research papers, cross-reference other existing publications, which provide valuable insights into the views of experts in specific technologies and hence their likelihood of success. Pyari data mines thousands of these publications and mentions to provide insights that typical analyst reports might not discuss.

Many of these innovations start to show up in the P&L and share price performance two or three years down the line, and could help with stock picking and portfolio allocation, as well as potentially generating alpha.

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Follow Pyari's work: https://skr.ma/Ax7swkYziE2aytcj7

Smartkarma subscribers can access the presentation slides here: https://skr.ma/LMCmTU6d6mXD45b46

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Pyari Menon has over twenty years of experience in the industry, having worked on both the buy and sell-side including at Goldman Sachs, Credit-Suisse, Deutsche Bank, Intellectual Ventures, Tano Capital, and Franklin Templeton. His coverage has been in technology and mid-caps across various geographies including Taiwan, ASEAN, India, the US, and Europe.

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, recorded on 22 December, Insight Provider Eric Fernandez outlines some of his top short trade ideas in the US market, based on his unique and comprehensive framework for identifying short sale candidates.

Stocks examined in this session:

Follow Eric's work: https://skr.ma/KteypiAPbrgJjb41A

Smartkarma users can find the presentation video here: https://skr.ma/UNqLwbqJKvpdvnPk7

Eric Fernandez has 30+ years of research and investment banking experience in company modeling, equity valuation, and credit, which forms the backbone of Two Rivers Analytics' analytical approach. He founded Two Rivers to remedy a shortfall of traditional short idea generation which relies primarily on thematic, top-down processes. Instead, Two Rivers combines a methodical framework to sift through the universe looking for markers of various types of short candidates, which are subsequently vetted via traditional fundamental analysis.

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, recorded on 15 December 2021, we welcome back Insight Provider Michael Causton, who covers changes in Japanese consumer spending during Covid, longer-term issues in the country's consumer market, and how both are impacting, and will impact retail and brands in the next five years.

Follow Michael's work: https://skr.ma/s4JYXRwLT8RQAmn67

Smartkarma users can find the presentation slides here: https://skr.ma/CiVR8nYq53m6uuPB9

Michael Causton is co-founder and partner at Japan Consuming. JapanConsuming is a specialist research firm producing intelligence on Japanese retail and consumer markets. Founded in 2000, it has become the leading provider of insights on Japanese retailers and consumer trends to retailers, brands, government agencies and investors. 

Michael 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.

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.