Director, Head of Research, Smartkarma

Pranav Rao

Director, Head of Research

Smartkarma

Smartkarma unites the fragmented investment industry, connecting institutional investors, independent research providers, and corporates within a single network.

Research Reinvented

Event-Driven

Christian Dior SE manufactures luxury products such as upscale clothing, champagne and wines, cognac and spirits, luggage and leather goods, perfumes and cosmetics, and jewelry and watches.  The Company markets its products internationally.

<ul>
<li>Welcome to Curator’s Cut - a fortnightly roundup of standout themes from the 1,400+ insights shared on Smartkarma.</li>
<li>In this cut, we look at where value remains in a difficult year for luxury, review momentum in offshore services, and assess two sides of the insurance sector. </li>
<li>Want to dig deeper? Comment or message with the themes you'd like to see highlighted next.</li>
</ul>


Welcome to Curator’s Cut - a fortnightly roundup of standout themes from the 1,400+ insights shared on Smartkarma.
In this cut, we look at where value remains in a difficult year for luxury, review momentum in offshore services, and assess two sides of the insurance sector. 
Want to dig deeper? Comment or message with the themes you'd like to see highlighted next.


Curator's Cut: Luxury Losing Lustre, Offshore Revived & Insurance's Two Sides

Equity Bottom-Up

Sumitomo Mitsui Trust Holdings / Equity Bottom-Up

Sumitomo Mitsui Trust Holdings, Inc. is a holding company established jointly by Chuo Mitsui Trust Holdings and Sumitomo Trust and Banking. As a financial group, the Bank provides trust banking business, as well as securities brokerage, assets management, and related financial services.

<ul>
<li>Welcome to Curator’s Cut - a fortnightly roundup of standout themes from the 1,200+ insights shared on Smartkarma.</li>
<li>In this cut, we survey the consumer staples sector at historic positioning lows, follow the rotation into (Asian) financials, and assess the sometimes mixed track record of spin-offs. </li>
<li>Want to dig deeper? Comment or message with the themes you'd like to see highlighted next.</li>
</ul>


Welcome to Curator’s Cut - a fortnightly roundup of standout themes from the 1,200+ insights shared on Smartkarma.
In this cut, we survey the consumer staples sector at historic positioning lows, follow the rotation into (Asian) financials, and assess the sometimes mixed track record of spin-offs. 
Want to dig deeper? Comment or message with the themes you'd like to see highlighted next.


Curator's Cut: Few Want Consumer Staples, Many Want Financials, & Spin-Off Lessons

Ausgold Ltd. is a mineral exploration and production company. The Company explores for gold and copper discoveries in Australia, with exploration activities in Western, Northern Territory, Queensland, and New South Wales, Australia, and well as New Zealand.

<ul>
<li>Welcome to Curator’s Cut - a fortnightly roundup of standout themes from the 1,600+ insights shared on Smartkarma.</li>
<li>In this cut, we revisit soft commodity risks as El Niño probabilities climb, review Alibaba's AI-driven placement from different angles, and survey the wave of contested deals on the ASX.</li>
<li>Want to dig deeper? Comment or message with the themes you'd like to see highlighted next.</li>
</ul>


Welcome to Curator’s Cut - a fortnightly roundup of standout themes from the 1,600+ insights shared on Smartkarma.
In this cut, we revisit soft commodity risks as El Niño probabilities climb, review Alibaba's AI-driven placement from different angles, and survey the wave of contested deals on the ASX.
Want to dig deeper? Comment or message with the themes you'd like to see highlighted next.


Curator's Cut: Crop Risks Build, Alibaba Funds AI & Deal Heat in Australia

Evolution AB operates as a gaming company. The Company develops, produces, markets and licenses fully integrated B2B live casino solutions to online casino operators. Evolution serves customers worldwide.

<ul>
<li>Welcome to Curator’s Cut - a fortnightly roundup of standout themes from the 1,500+ insights shared on Smartkarma.</li>
<li>In this cut, we spotlight the shifting sentiment towards Indian equities, highlight the investable universe in Singapore around data centres, and draw attention to the gaming industry across continents.</li>
<li>Want to dig deeper? Comment or message with the themes you'd like to see highlighted next.</li>
</ul>


Welcome to Curator’s Cut - a fortnightly roundup of standout themes from the 1,500+ insights shared on Smartkarma.
In this cut, we spotlight the shifting sentiment towards Indian equities, highlight the investable universe in Singapore around data centres, and draw attention to the gaming industry across continents.
Want to dig deeper? Comment or message with the themes you'd like to see highlighted next.


Curator's Cut: Sentiment Shifts in India, Racking Up in Singapore & Gaming Across Borders

Index Rebalance

The Awa Bank, Ltd. is a regional bank based in Tokushima Prefecture.  The Bank provides financial services such as deposits, loans, and foreign exchange transaction.  The Awa Bank also provides financial services such as leasing, credit cards, and letter of credit.

<ul>
<li>Welcome to Curator’s Cut - a fortnightly roundup of standout themes from the 1,600+ insights shared on Smartkarma.</li>
<li>In this cut, we go looking for value in Korea beyond memory, weigh SHEIN's long-awaited IPO, and trace how TOPIX's reshuffle could lift small-cap Japanese banks.</li>
<li>Want to dig deeper? Comment or message with the themes you'd like to see highlighted next.</li>
</ul>


Welcome to Curator’s Cut - a fortnightly roundup of standout themes from the 1,600+ insights shared on Smartkarma.
In this cut, we go looking for value in Korea beyond memory, weigh SHEIN's long-awaited IPO, and trace how TOPIX's reshuffle could lift small-cap Japanese banks.
Want to dig deeper? Comment or message with the themes you'd like to see highlighted next.


Curator's Cut: Korea Beyond Memory, SHEIN's Hong Kong Bow & TOPIX's Tailwind for Banks

Curator's Cut
Roundup of Standout Themes on Smartkarma

Curator's Cut: Luxury Losing Lustre, Offshore Revived & Insurance's Two Sides

In this Curator's Cut, we survey luxury's retreat, revisit offshore services, and assess differing drivers in insurance from policy headwinds to...

Pranav Rao

Curator's Cut: Few Want Consumer Staples, Many Want Financials, & Spin-Off Lessons

In this Curator's Cut, we examine poor positioning in Consumer Staples, the (continued) rotation into (Asian) Financials and mixed views on spin...

Pranav Rao

Curator's Cut: Crop Risks Build, Alibaba Funds AI & Deal Heat in Australia

This Curator's Cut issue reviews El Niño's impact on soft commodities, Alibaba's $10.2bn placement and contested deals in Australia. Reach out if...

Pranav Rao

Curator's Cut: Sentiment Shifts in India, Racking Up in Singapore & Gaming Across Borders

This Curator's Cut highlights changing sentiment in Indian equities, Singapore data centres, and global gaming industry. Share your theme...

Pranav Rao

Curator's Cut: Korea Beyond Memory, SHEIN's Hong Kong Bow & TOPIX's Tailwind for Banks

Discover names outside memory in Korea, review SHEIN's IPO, and understand TOPIX's impact on small-cap Japanese banks in this fortnightly...

Pranav Rao

Curator's Cut: Luxury Losing Lustre, Offshore Revived & Insurance's Two Sides

In this Curator's Cut, we survey luxury's retreat, revisit offshore services, and assess differing drivers in insurance from policy headwinds to...

Pranav Rao

Curator's Cut: Few Want Consumer Staples, Many Want Financials, & Spin-Off Lessons

In this Curator's Cut, we examine poor positioning in Consumer Staples, the (continued) rotation into (Asian) Financials and mixed views on spin...

Pranav Rao

Curator's Cut: Crop Risks Build, Alibaba Funds AI & Deal Heat in Australia

This Curator's Cut issue reviews El Niño's impact on soft commodities, Alibaba's $10.2bn placement and contested deals in Australia. Reach out if...

Pranav Rao

Curator's Cut: Sentiment Shifts in India, Racking Up in Singapore & Gaming Across Borders

​This Curator's Cut highlights changing sentiment in Indian equities, Singapore data centres, and global gaming industry. Share your theme...

Pranav Rao

Curator's Cut: Korea Beyond Memory, SHEIN's Hong Kong Bow & TOPIX's Tailwind for Banks

​Discover names outside memory in Korea, review SHEIN's IPO, and understand TOPIX's impact on small-cap Japanese banks in this fortnightly...

Pranav Rao

This Curator's Cut highlights changing sentiment in Indian equities, Singapore data centres, and global gaming industry. Share your theme...

Discover names outside memory in Korea, review SHEIN's IPO, and understand TOPIX's impact on small-cap Japanese banks in this fortnightly...