Smart Calls with Smartkarma
By Smartkarma
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Category: Investing
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Episodes: 148
Description
Insightful discussions with independent analysts and finance professionals from around the world, powered by Smartkarma's investment intelligence platform.
Smartkarma empowers strategic decision-making through real-time actionable insight, premium data analytics, and direct connectivity to top-ranked investment analysts. Learn more at smartkarma.com.
| Episode | Date |
|---|---|
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Rubber Markets: Climate Trends and Production Risks
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Apr 21, 2026 |
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ASICS' Japan Boom: More Than Just Tourism?
|
Mar 23, 2026 |
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The Shipping Pair Trade to Watch
|
Mar 19, 2026 |
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High-Spec Logistics Assets, Attractive Yield?
|
Mar 13, 2026 |
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SK hynix AGM Watch: ADR Potential
|
Mar 13, 2026 |
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Tracking Global Uranium Momentum
|
Jan 22, 2026 |
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The Medline IPO: Big Scale, Big Risks
|
Dec 10, 2025 |
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The Hidden Math That Challenges Fujikura’s Boom
|
Nov 27, 2025 |
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ASEAN Trade & Turbulence: Resilience, Deals & Monetary Strength
|
Oct 02, 2025 |
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CEO Shake-Up Sends Temenos Shares Sliding
|
Sep 10, 2025 |
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Newborn Town (9911 HK): China’s Global Social App Exporter
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Sep 01, 2025 |
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Dongfeng Motor Privatization: Key Risks, Valuations & Timeline
|
Aug 29, 2025 |
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Kalyan Jewellers Under the Lens
|
Aug 14, 2025 |
|
Japanese Mid-Cap Banks: Interest Rate Winners
|
Aug 13, 2025 |
|
Malaysian Ringgit: Structural Issues & Potential Fixes
|
Aug 11, 2025 |
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Mid Cap Momentum: Picking Winners in India’s Equity Market
|
Jul 30, 2025 |
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Asian Terminals Unpacked: Growth Drivers and Market Outlook
|
Jul 23, 2025 |
|
Henlius Biotech’s Global Growth and Market Outlook
|
Jul 22, 2025 |
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Innovation and Ownership Shifts at Bright Smart Securities
|
Jul 22, 2025 |
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TFS IPO: Strong Margins, Hidden Risks
|
Jul 22, 2025 |
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From Crisis to Opportunity: Investing in China’s Property Services
|
Jul 22, 2025 |
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Chinese Banks: Undervalued and Overlooked?
|
Jul 22, 2025 |
|
Inside ENN Energy’s Complex Takeover Deal
|
Jul 22, 2025 |
|
Inside Zijin Mining: From Copper Roots to Battery Metal Futures
|
Jul 22, 2025 |
|
Svenska Handelsbanken: Arbitraging Brought to Book
|
Jul 22, 2025 |
|
eCommerce in Southeast Asia explained with Compounding Curiosity and Simon Torring
|
Sep 07, 2023 |
|
Should You Give in and Follow the Stock Market Rally with Jeroen Blokland
|
Aug 29, 2023 |
|
Disclosures and Governance in Indian Banks with Hemindra Hazari
|
Aug 18, 2023 |
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Outlook on Chinese Banks with Stanley Tsai
|
Aug 08, 2023 |
|
India Top Stock Picks with Pranav Bhavsar and Nitin Mangal
|
Aug 01, 2023 |
|
Japan Top Investment Picks with Oshadhi Kumarasiri
|
Jun 23, 2023 |
|
High Yield Opportunities in Asia with Leonard Law, CFA, and Trung Nguyen
|
Jun 14, 2023 |
|
Stock Picks Based on Data Mining with Pyari Menon
|
Jun 07, 2023 |
|
Money Growth Leads to Inflation with Andreas Steno
|
May 31, 2023 |
|
2023 Top Opportunities in Indian Consumer Discretionary with Devi Subhakesan
|
May 23, 2023 |
|
A Buyback Forecasting Model for Asian Companies with Ankit Agrawal
|
May 10, 2023 |
|
Flashback Episode - Accounting and Insider Diagnostics with Ankit Agrawal
|
May 10, 2023 |
|
High-Conviction Ideas from the Indian Market with Ankit Agrawal
|
May 10, 2023 |
|
Flashback Episode - Remastered - A Dividend Forecasting Model for Asia with Ankit Agrawal
|
May 10, 2023 |
|
A Dividend Forecasting Model for Asia with Ankit Agrawal
|
May 10, 2023 |
|
Insurance Opportunities in China with Alec Tseung
|
Mar 24, 2023 |
|
Global Liquidity Outlook for 2023 with Michael Howell
|
Mar 09, 2023 |
|
Top Trade Ideas in China with Osbert Tang
|
Mar 03, 2023 |
|
Top China Internet Picks with Shawn Yang of Blue Lotus Research
|
Feb 23, 2023 |
|
H1 2023 Global Markets Outlook – A Focus on Momentum Confirmation with David Coloretti
|
Feb 15, 2023 |
|
This is not a webinar on Adani with Travis Lundy
|
Feb 08, 2023 |
|
Shopping in Tokyo: Japan Retail and Consumer Market Picks with Michael Causton
|
Jan 31, 2023 |
|
Healthcare in India: High Conviction Picks and Opportunities with Tina Banerjee
|
Jan 25, 2023 |
|
China Healthcare: Outlook and Opportunities in 2023 with Criss Wang
|
Jan 17, 2023 |
|
Is There Still Hope for Crypto in 2023 with Edward Wu
|
Jan 13, 2023 |
|
Top Indian Equity Picks with Gauri Anand
|
Dec 29, 2022 |
|
KT&G: Establishing the Case for Corporate Activism with Flashlight Capital Partners' CEO, Lee Sanghyun
|
Dec 21, 2022 |
|
Investment in China - Winter of Despair or Spring of Hope? with Evelyn Zhang
|
Dec 07, 2022 |
|
Inflation in Europe with Philip Rush
|
Nov 30, 2022 |
|
Short Trade Ideas in the US with Eric Fernandez
|
Nov 23, 2022 |
|
ESG in Commodities: Beyond the Noise with Kyle Rudden and Farah Miller
|
Nov 16, 2022 |
|
Top IT Picks in Japan with Scott Foster
|
Nov 02, 2022 |
|
China EVs: Sales Strong, Stocks Weak?! with Chris Redl, Sameer Taneja, and Raghav Kapoor
|
Oct 26, 2022 |
|
Shinsei Bank, Toa Oil, and Toyo Construction Updates with Travis Lundy
|
Oct 19, 2022 |
|
HR Tech Investment Opportunities with Shifara
|
Oct 04, 2022 |
|
ESG Risks in Korea with Soo Young Kim
|
Sep 29, 2022 |
|
Asia Economic Outlook and Opportunities with Said Desaque
|
Sep 23, 2022 |
|
Asian Banks: Risks & Rewards with Daniel Tabbush
|
Sep 06, 2022 |
|
Singapore Investment Ideas with Nicolas Van Broekhoven
|
Aug 30, 2022 |
|
Flashback Episode - Remastered - China Environment Sector Deep Dive: Solid Waste Treatment with Osbert Tang
|
Aug 26, 2022 |
|
Trade Ideas in ASEAN with Henry Soediarko
|
Aug 10, 2022 |
|
European Event-Driven: Top Ideas with Jesus Rodriguez Aguilar
|
Aug 02, 2022 |
|
DeFi Options Protocols with Alec Tseung
|
Jul 22, 2022 |
|
Understanding China’s Latest Stimulus with Said Desaque and Osbert Tang
|
Jul 15, 2022 |
|
Global Automotive Stock Picks with Chris Redl
|
Jul 07, 2022 |
|
High-Yield/Crossover Opportunities in Indonesia and India with Lucror Analytics
|
Jun 30, 2022 |
|
Flashback Episode - Global Sustainability & ESG Frameworks: What Matters Most with Kyle Rudden
|
Jun 23, 2022 |
|
Plugging Into India’s Emerging EV Sector with Devi Subhakesan
|
Jun 15, 2022 |
|
Flashback Episode - Assessing ESG Opportunities and Risks in IPOs with Kyle Rudden
|
Jun 09, 2022 |
|
Myth Vs Reality: Corporate Governance in India’s Financial Sector with Hemindra Hazari
|
May 25, 2022 |
|
Sustainability/ESG Disclosure and Reporting with Kyle Rudden
|
May 10, 2022 |
|
2022 High-Conviction Ideas on Emerging Markets FX with Gautam Jain
|
May 03, 2022 |
|
Asian Healthcare: A Clean Bill of Health with Tina Banerjee
|
Apr 26, 2022 |
|
Alt-Angles: ESG in Special Situations/Alternative Assets with Kyle Rudden - Part 2/2
|
Apr 19, 2022 |
|
Alt-Angles: ESG in Special Situations/Alternative Assets with Kyle Rudden - Part 1/2
|
Apr 13, 2022 |
|
Hacking for ESG Data Continued with Kyle Rudden
|
Apr 06, 2022 |
|
Will Central Banks Bail Out the World Again? with Michael J. Howell
|
Mar 22, 2022 |
|
ASEAN Rebound: Southeast Asia’s New Opportunity with Manu Bhaskaran
|
Mar 15, 2022 |
|
China Healthcare: Outlook and Opportunities in 2022 with Criss Wang
|
Mar 08, 2022 |
|
Bearish IndiaMart (INMART IN): Against Consensus with Nitin Mangal and Pranav Bhavsar
|
Mar 01, 2022 |
|
Conquering the Age-Old “ESG Data Problem” with Kyle Rudden - Part 2/2
|
Feb 22, 2022 |
|
Conquering the Age-Old “ESG Data Problem” with Kyle Rudden - Part 1/2
|
Feb 15, 2022 |
|
Data Mining Technical Publications for Stock Ideas with Pyari Menon
|
Feb 08, 2022 |
|
Short Trade Ideas in the US with Eric Fernandez
|
Feb 01, 2022 |
|
Japanese Retail and Covid: The Impact Now and Over the Next Five Years with Michael Causton
|
Jan 25, 2022 |
|
ESG Alpha: ESG’s Most Existential and Complicated Subject with Kyle Rudden
|
Jan 18, 2022 |
|
Japan IT Picks with Scott Foster
|
Dec 21, 2021 |
|
How to Do Fundamental Analysis on a Crypto Token: The Case of Uniswap with Josh Du
|
Dec 15, 2021 |
|
Potential Inclusions to the Hang Seng Index (HSI INDEX) with Brian Freitas
|
Nov 30, 2021 |
|
Asian Casino Outlook 2022: Challenges and Opportunities with Howard J Klein
|
Nov 16, 2021 |
|
Incorporating Forensic Accounting into Investing with Jason Yap
|
Oct 19, 2021 |
|
Law and Order: What the New Data Security Laws Mean for China’s Tech Sector with Evelyn Zhang
|
Oct 12, 2021 |
|
ESG Metrics and Materiality - What Matters to Whom and Why with Kyle Rudden
|
Sep 28, 2021 |
|
China Banks: Silver Linings Playbook with Stanley Tsai
|
Sep 23, 2021 |
|
Singapore Investment Ideas with Nicolas Van Broekhoven
|
Sep 14, 2021 |
|
Understanding Japanese Companies: Insights from LightStream Research
|
Sep 09, 2021 |
|
Sectors to Overweight and Underweight in Indonesia Amidst the Covid Crisis with Henry Soediarko
|
Aug 31, 2021 |
|
BHP DLC Reunification with David Blennerhassett and Travis Lundy
|
Aug 24, 2021 |
|
Foundations of Sustainable/ESG Investing and Finance with Kyle Rudden
|
Aug 17, 2021 |
|
2021 IPO Pipeline with Sumeet Singh and Aequitas Research
|
Aug 03, 2021 |
|
Evergrande: Quantifying Risks and Potential Domino Effect with Travis Lundy and Charles Macgregor
|
Jul 27, 2021 |
|
Top Picks in China / Hong Kong with Steven Chen
|
Jul 20, 2021 |
|
Themes Affecting the Risk-Reward Trade-Off in Emerging Asia with Manu Bhaskaran
|
Jul 13, 2021 |
|
Asian Brokers: A Competition Between Value and Growth with Alec Tseung
|
Jul 06, 2021 |
|
European Event-Driven: Top Ideas with Jesus Rodriguez Aguilar
|
Jun 29, 2021 |
|
Indian Banks: Poised for a Rebound with Saumya Agarwal
|
Jun 22, 2021 |
|
High-Yield Opportunities in Indonesia and India with Lucror Analytics
|
Jun 15, 2021 |
|
Hang Seng (HSI INDEX) Rebalance: What’s in Store for June? with Brian Freitas
|
Jun 08, 2021 |
|
Indian IT Services Revisited: Picks and Pans with Wium Malan
|
Jun 01, 2021 |
|
Latin America Financials: Focusing on Value Opportunities with Victor Galliano
|
May 25, 2021 |
|
Alpha Bites: Trade Ideas in FX and Rates with Gautam Jain
|
May 18, 2021 |
|
Sustainability and ESG Indices: A Booming Ecosystem with Kyle Rudden
|
May 11, 2021 |
|
Pinduoduo (PDD US): Know When to Fold with Mitchell Kim
|
May 04, 2021 |
|
Investor Positioning in Emerging Markets with Steven Holden
|
Apr 27, 2021 |
|
Asian Market Technicals - Cycle Tops Forming with Thomas Schroeder
|
Apr 20, 2021 |
|
Bullish Banks Thesis with Daniel Tabbush
|
Apr 13, 2021 |
|
United Spirits: What’s the Best Way Forward? with Pranav Bhavsar and Nitin Mangal
|
Apr 07, 2021 |
|
Inflation in Europe with Phil Rush
|
Mar 30, 2021 |
|
Light & Shadow: Disclosures and Governance in Indian Banks with Hemindra Hazari
|
Mar 16, 2021 |
|
Jardine Matheson Acquires Jardine Strategic with David Blennerhassett, Brian Freitas, and Angus Mackintosh
|
Mar 09, 2021 |
|
Koei Tecmo - Capcom: Warriors and Monster Hunters on the Rise with Mio Kato
|
Mar 02, 2021 |
|
Pair Trade - Long Air China, Short China Southern: Still an Opportunity? with Osbert Tang
|
Feb 23, 2021 |
|
Japan Small-Cap Growth: 3 Stocks with Unrecognised Potential with Mark Chadwick
|
Feb 16, 2021 |
|
Global Liquidity: A Booming 2021? with Michael J. Howell
|
Feb 09, 2021 |
|
Beyond Meat: Upbeat Long-Term Outlook with Devi Subhakesan
|
Feb 02, 2021 |
|
Investment Opportunities in China’s Healthcare Industry with Criss Wang
|
Jan 26, 2021 |
|
Asia and the Era of Activism with David Lepper
|
Jan 19, 2021 |
|
2021 Themes and Trends with Smartkarma Co-Founders Raghav Kapoor and Jon Foster
|
Jan 15, 2021 |
|
Asian Markets Technical Outlook - An Update with Thomas Schroeder
|
Jan 05, 2021 |
|
Japan in the Suga Era - Policy Priorities And “Suga Stocks” with Campbell Gunn - Part 2/2
|
Dec 15, 2020 |
|
Japan in the Suga Era - Policy Priorities And “Suga Stocks” with Campbell Gunn - Part 1/2
|
Dec 08, 2020 |
|
Nintendo: Leveling Up with Mio Kato
|
Dec 01, 2020 |
|
China Environment Sector Deep Dive: Solid Waste Treatment with Osbert Tang
|
Nov 24, 2020 |
|
Japanese Autos: What’s Next? with Mio Kato
|
Nov 17, 2020 |
|
Asian Solar Energy Sector: Moving Past Subsidies with Aqila Ali
|
Nov 10, 2020 |
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India Ecommerce Logistics: A Rising Tide with Pranav Bhavsar and Nitin Mangal
|
Oct 27, 2020 |
|
Beyond Food: No Longer Impossible with David Huggins
|
Oct 20, 2020 |
|
Top Ideas in European Event-Driven with Jesus Rodriguez Aguilar
|
Oct 13, 2020 |
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Asia's Restaurant Sector: Disrupted with Devi Subhakesan
|
Oct 06, 2020 |
|
Ant Group IPO: The World’s Greatest? With Arun George and Victor Galliano
|
Sep 29, 2020 |
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Mercari: The Ten-Bagger Investment Thesis with Mio Kato
|
Sep 22, 2020 |
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Indian IT Services: Picks and Pans with Wium Malan
|
Sep 15, 2020 |
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China Brokers: M&A Ushers in a New Landscape with Roger Xie
|
Sep 08, 2020 |