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Artwork for Smart Calls with Smartkarma

Smart Calls with Smartkarma

Smartkarma
Temenos
Asian Terminals
Henlius Biotech
Hong Kong
Kalyan Jewellers
Chinese Banks
China
Malaysian Ringgit
Margins
Newborn Town
China Biotech Sector
Bright Smart Securities
Chinese Property Management Sector
Zijin Mining
Svenska Handelsbanken
Indian Mid-Cap Stocks
Franchise-Owned Stores
Capital Allocation
Dongfeng Motor
Ant Financial

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.

PublishesTwice monthlyEpisodes148Founded6 years ago
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Artwork for Smart Calls with Smartkarma

Latest Episodes

Weather patterns across Southeast Asia in early 2026 have been uneven with early rainfall giving way to drier conditions, setting the stage for potential supply impacts in natural rubber.

Vinod Nedumudy joins Pranav Rao to unpack:

• How shifting ra... more

Recent growth at ASICS has been strong, but much of it has been driven by tourism rather than domestic demand.

Michael Causton joins Pranav Rao to unpack:

• Why tourist spending especially for Onitsuka Tiger has driven recent growth in Japan

• The... more

The performance gap between SITC International Holdings and Orient Overseas International Limited continues to widen, reinforcing the pair trade thesis.

Osbert Tang joins Pranav Rao to unpack:

• Why SITC continues to outperform OOIL on profitabilit... more

A new logistics-focused REIT is preparing to list in Singapore, with a portfolio of high-spec industrial and business space assets across Asia.

Arun George joins Pranav Rao to break down the upcoming IPO of UI Boustead REIT:

• The portfolio of 23 l... more

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Recent Guests

Manu Bhaskaran
Analyst specializing in ASEAN economies and geopolitics
Smartkarma
Episode: ASEAN Trade & Turbulence: Resilience, Deals & Monetary Strength
Victor Galliano
Financial analyst focusing on Japanese banking sector
Smartkarma
Episode: Japanese Mid-Cap Banks: Interest Rate Winners
Chan Kok Peng
Analyst specializing in macroeconomics and the Malaysian currency markets
Smartkarma
Episode: Malaysian Ringgit: Structural Issues & Potential Fixes
Manishi Raychaudhuri
Investment analyst specializing in Asian equity strategy
Smartkarma
Episode: Mid Cap Momentum: Picking Winners in India’s Equity Market
Criss Wang
Analyst discussing Henlius Biotech
Smartkarma
Episode: Henlius Biotech’s Global Growth and Market Outlook
Osbert Tang
Analyst sharing insights on Bright Smart Securities
Episode: Innovation and Ownership Shifts at Bright Smart Securities
Jacob Cheng
Expert on Chinese property management sector
Smart Karma
Episode: From Crisis to Opportunity: Investing in China’s Property Services
Rikki Malik
Insight provider on Smartkarma
Smartkarma
Episode: Chinese Banks: Undervalued and Overlooked?
Jesus Rodriguez Aguilar
European event-driven insights provider
Smart Karma
Episode: Svenska Handelsbanken: Arbitraging Brought to Book

Host

Pranav Rao
Host of The Smartkarma Podcast

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Talking Points

Recent interactions between the hosts and their guests.

TFS IPO: Strong Margins, Hidden Risks
Q: Can you talk a little bit more about their operations in non-India markets?
The primary driver for TFS overseas expansion has been its acquisition by SSP Group back in 2016.
TFS IPO: Strong Margins, Hidden Risks
Q: In your opinion, could you talk about that risk?
The primary inherent risk is the dependence on the airport operators.
Chinese Banks: Undervalued and Overlooked?
Q: What is a risk that is underappreciated regarding Chinese banks?
The risk of national service lending where banks are pushed to lend to unprofitable industries, though mostly the lending has been towards leading industries.
Chinese Banks: Undervalued and Overlooked?
Q: Which Hong Kong-traded Chinese banks stand out?
China Construction Bank for its low expectations and high dividend yield, and China Merchants Bank for its growth potential in consumer loans.
Chinese Banks: Undervalued and Overlooked?
Q: What are these positives you've flagged regarding Chinese banks?
The negatives like the property crisis and low interest rates are well known, but the worst has likely passed with stabilizing property prices and controlling dividend cuts.

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Frequently Asked Questions About Smart Calls with Smartkarma

What is Smart Calls with Smartkarma about and what kind of topics does it cover?

The show features in-depth conversations with independent finance analysts and market strategists focusing on Asia, emerging markets, and global macro themes. Episodes cover regional trade dynamics, monetary policy credibility, sector-specific outlooks (banking, biotech, property, and consumer goods), and corporate events such as CEO Shifts, privatizations, and IPOs. A distinguishing element is the heavy emphasis on data-driven, region-focused insights from analysts affiliated with Smartkarma, often tying market opportunities to policy developments and company-specific catalysts. This makes it a strong pick for listeners who want timely, professionally sourced perspectives on investment opportunities and risk across Asia and beyond.

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How many listeners does Smart Calls with Smartkarma get?

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How many subscribers and views does Smart Calls with Smartkarma have?

To see how many followers or subscribers Smart Calls with Smartkarma has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

Which podcasts are similar to Smart Calls with Smartkarma?

These podcasts share a similar audience with Smart Calls with Smartkarma:

1. Odd Lots

How many episodes of Smart Calls with Smartkarma are there?

Smart Calls with Smartkarma launched 6 years ago and published 148 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

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What guests have appeared on Smart Calls with Smartkarma?

Recent guests on Smart Calls with Smartkarma include:

1. Manu Bhaskaran
2. Victor Galliano
3. Chan Kok Peng
4. Manishi Raychaudhuri
5. Criss Wang
6. Osbert Tang
7. Jacob Cheng
8. Rikki Malik

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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