Smartkarma Research Team, Smartkarma

Smartkarma Research

Smartkarma Research Team

Smartkarma

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

Research Reinvented

Equity Bottom-Up

Sasseur Real Estate Investment Trust (“Sasseur REIT”) is the first outlet REIT listed in Asia. Sasseur REIT’s property portfolio comprises four outlets with an estimated appraised value of RMB 8.5 billion and net lettable area of 310,241 square metres. The outlets are strategically located in the high-growth cities of Chongqing, Hefei and Kunming in China and well-positioned to ride on the growth of the rising spending power of the Chinese middle class.

<p>For our next Corporate Webinar we are glad to welcome Sasseur REIT’s CFO, Mr. Xie Jianfeng, COO, Mr. Cheng Hsing Yuen, and Head of Investor Relations &amp; Capital Markets, Ms. Helen Qiu.</p>
<p>In the upcoming webinar, the Sasseur REIT team will share a short company presentation after which, they will engage in a fireside chat with Smartkarma Insight Provider, <a href="https://www.smartkarma.com/profiles/garreth-elston-a6ea37dd-f490-4307-8a92-697849e0a23c/research" target="_blank" rel="noopener">Garreth Elston</a>. The Corporate Webinar will include a live Q&amp;A session.</p>
<h3>The Corporate Webinar will be hosted on Wednesday, 25 June 2025, 16:30 SGT.</h3>
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<h2><a href="https://share.hsforms.com/1H9pFZOB-RF2J00kbvMmxcw2c5gj?zoom_webinar_id=86052600179" target="_blank" rel="noopener">Register for the Webinar here</a></h2>
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<h3>About Sasseur REIT</h3>
<p>Sasseur REIT is the first retail outlet mall REIT listed in Asia. Sasseur REIT offers investors<br>the unique opportunity to invest in the fast-growing retail outlet mall sector in China through<br>its initial portfolio of four quality retail outlet mall assets strategically located in fast-growing<br>Chinese cities such as Chongqing, Kunming and Hefei, with a combined net lettable area of<br>310,241 square metres.</p>
<p>Sasseur REIT was established with the investment strategy to invest principally, directly or<br>indirectly, in a diversified portfolio of income-producing real estate which is used primarily for<br>retail outlet mall purposes, as well as real estate-related assets in relation to the foregoing,<br>with an initial focus on Asia.</p>
<p>You can view their latest factsheet <a href="https://investor.sasseurreit.com/misc/Factsheet_1Q2025%20.pdf" target="_blank" rel="noopener">here</a>.</p>
<p>For more information on Sasseur REIT, please visit <a href="http://www.sasseurreit.com/" target="_blank" rel="noopener">http://www.sasseurreit.com/</a></p>

For our next Corporate Webinar we are glad to welcome Sasseur REIT’s CFO, Mr. Xie Jianfeng, COO, Mr. Cheng Hsing Yuen, and Head of Investor Relations &amp; Capital Markets, Ms. Helen Qiu.
In the upcoming webinar, the Sasseur REIT team will share a short company presentation after which, they will engage in a fireside chat with Smartkarma Insight Provider, Garreth Elston. The Corporate Webinar will include a live Q&amp;A session.
The Corporate Webinar will be hosted on Wednesday, 25 June 2025, 16:30 SGT.












Register for the Webinar here












About Sasseur REIT
Sasseur REIT is the first retail outlet mall REIT listed in Asia. Sasseur REIT offers investors the unique opportunity to invest in the fast-growing retail outlet mall sector in China through its initial portfolio of four quality retail outlet mall assets strategically located in fast-growing Chinese cities such as Chongqing, Kunming and Hefei, with a combined net lettable area of 310,241 square metres.
Sasseur REIT was established with the investment strategy to invest principally, directly or indirectly, in a diversified portfolio of income-producing real estate which is used primarily for retail outlet mall purposes, as well as real estate-related assets in relation to the foregoing, with an initial focus on Asia.
You can view their latest factsheet here.
For more information on Sasseur REIT, please visit http://www.sasseurreit.com/

Smartkarma Corporate Webinar | Sasseur REIT: Unlocking Value in China's Retail Outlet Industry

iShares MSCI Singapore ETF is an exchange-traded fund incorporated in the USA. The ETF's objective seeks to provide investment results that correspond to the performance of the Singaporean market, as measured by the MSCI Singapore 25/50 Index. The ETF invests in a representative sample of index stocks using a "portfolio sampling" technique. SGX Trading Name: IS MSCI SIN 100US$

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<p>In the next installment of our Webinar series, in collaboration with ASEAN Exchanges, we go live with Smartkarma Insight Provider <a href="https://www.smartkarma.com/profiles/sharmila-whelan-8d5c84ec-f9d9-46bb-bea2-21f2ab8474d3/research" target="_blank" rel="noopener">Sharmila Whelan</a>. </p>
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<p data-start="407" data-end="632" data-is-last-node="">Due to the region’s fast-growing urban areas and proximity to coastal regions, ASEAN is particularly vulnerable to the effects of climate change.</p>
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<p data-start="407" data-end="632" data-is-last-node="">Even as countries in ASEAN pursue economic growth, these efforts cannot be isolated from a focus on sustainability. Achieving sustainable growth will open the doors to not just unprecedented, future-forward opportunities, but also large-scale risks and challenges that demand innovative solutions.</p>
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<li data-start="405" data-end="632" data-is-last-node="">Understanding the myriad benefits that a green economy brings, ASEAN countries have taken several steps to accelerate their green transition.</li>
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<p>Join us as Sharmila Whelan shares her thoughts on ASEAN’s energy transition, discussing carbon emission trends, national clean energy policies, green financing progress, and the region’s fastest ESG adopters.</p>
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<h3>The webinar will be hosted on Wednesday, 4 June 2025, 16:30 SGT/HKT.</h3>
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<h2><a href="https://www.smartkarma.com/home/webinar-registration-form-feb2025/" target="_blank" rel="noopener">Register for the Webinar here</a></h2>
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<p><a href="https://www.smartkarma.com/profiles/sharmila-whelan-8d5c84ec-f9d9-46bb-bea2-21f2ab8474d3/research" target="_blank" rel="noopener">Sharmila Whelan</a> is a seasoned Global Geopolitical-Macro Strategist with nearly three decades of experience advising buy-side clients on multi-asset investment strategies and asset allocations. Her career has been defined by her differentiated thinking, a deep understanding of the interlinkages between global geopolitics, macro and policy dynamics and Austrian business cycle approach to economic analysis. Sharmila has extensive experience in both developed and emerging markets, particularly in China and India, and a proven track record of accurately forecasting investment risks and opportunities ahead of consensus.</p>
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In the next installment of our Webinar series, in collaboration with ASEAN Exchanges, we go live with Smartkarma Insight Provider Sharmila Whelan. 


Due to the region’s fast-growing urban areas and proximity to coastal regions, ASEAN is particularly vulnerable to the effects of climate change.


Even as countries in ASEAN pursue economic growth, these efforts cannot be isolated from a focus on sustainability. Achieving sustainable growth will open the doors to not just unprecedented, future-forward opportunities, but also large-scale risks and challenges that demand innovative solutions.

Understanding the myriad benefits that a green economy brings, ASEAN countries have taken several steps to accelerate their green transition.

Join us as Sharmila Whelan shares her thoughts on ASEAN’s energy transition, discussing carbon emission trends, national clean energy policies, green financing progress, and the region’s fastest ESG adopters.


The webinar will be hosted on Wednesday, 4 June 2025, 16:30 SGT/HKT.



Register for the Webinar here

Sharmila Whelan is a seasoned Global Geopolitical-Macro Strategist with nearly three decades of experience advising buy-side clients on multi-asset investment strategies and asset allocations. Her career has been defined by her differentiated thinking, a deep understanding of the interlinkages between global geopolitics, macro and policy dynamics and Austrian business cycle approach to economic analysis. Sharmila has extensive experience in both developed and emerging markets, particularly in China and India, and a proven track record of accurately forecasting investment risks and opportunities ahead of consensus.


Smartkarma Webinar | Promoting Sustainability in ASEAN: Rise of the Green Economy

Cross Asset Strategy

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<p>In the next installment of our Webinar series, in collaboration with ASEAN Exchanges, we go live with Smartkarma Insight Provider <a href="https://www.smartkarma.com/profiles/manishi-raychaudhuri/research" target="_blank" rel="noopener">Manishi Raychaudhuri</a>. </p>
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<li data-start="0" data-end="183">The ASEAN region is expected to witness positive economic growth in the coming years, driven by robust domestic demand, increasing foreign investments, and government initiatives to boost economic activities.</li>
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<p data-start="407" data-end="632" data-is-last-node="">However, challenges like trade turmoil, poor consumer confidence, and potential deflation need to be addressed to sustain and enhance the markets' attractiveness. </p>
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<p>Join us as Dr. Manishi Raychaudhuri shares his outlook on capital markets across ASEAN, including timely insights on sector trends, policy shifts, and future risks shaping investment opportunities in the ASEAN-6. </p>
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<h3>The webinar will be hosted on Monday, 28 April 2025, 16:30 SGT/HKT.</h3>
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<h2><a href="https://www.smartkarma.com/home/webinar-registration-form-feb2025/" target="_blank" rel="noopener">Register for the Webinar here</a></h2>
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<p>Dr. Manishi Raychaudhuri possesses nearly three decades of experience in Asian Equities in the roles of APAC Head of Equity Research, Asian Equity Strategist and Analyst across various sectors, brings a unique cross border and cross-industry perspective to the process of investment strategy and asset allocation. He worked in senior leadership roles at BNP Paribas and UBS across Mumbai and Hong Kong. Prior to UBS, he was with ICICI Securities, then a JV with JP Morgan. Manishi marries top-down macro-economic outlook with bottom-up sector themes to create unique alpha generative portfolios for clients.</p>
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In the next installment of our Webinar series, in collaboration with ASEAN Exchanges, we go live with Smartkarma Insight Provider Manishi Raychaudhuri. 

The ASEAN region is expected to witness positive economic growth in the coming years, driven by robust domestic demand, increasing foreign investments, and government initiatives to boost economic activities.

However, challenges like trade turmoil, poor consumer confidence, and potential deflation need to be addressed to sustain and enhance the markets' attractiveness. 


Join us as Dr. Manishi Raychaudhuri shares his outlook on capital markets across ASEAN, including timely insights on sector trends, policy shifts, and future risks shaping investment opportunities in the ASEAN-6. 


The webinar will be hosted on Monday, 28 April 2025, 16:30 SGT/HKT.



Register for the Webinar here

Dr. Manishi Raychaudhuri possesses nearly three decades of experience in Asian Equities in the roles of APAC Head of Equity Research, Asian Equity Strategist and Analyst across various sectors, brings a unique cross border and cross-industry perspective to the process of investment strategy and asset allocation. He worked in senior leadership roles at BNP Paribas and UBS across Mumbai and Hong Kong. Prior to UBS, he was with ICICI Securities, then a JV with JP Morgan. Manishi marries top-down macro-economic outlook with bottom-up sector themes to create unique alpha generative portfolios for clients.


Smartkarma Webinar | ASEAN Markets Outlook:  Drivers, Policies & Risks in 2025

MoneyHero Limited operates as a personal finance company. The company was founded in 2014 and is headquartered in Singapore.

<p>For our next Corporate Webinar, we are glad to welcome MoneyHero Group’s CEO and Director, Mr Rohith Murthy.</p>
<p>In the upcoming webinar, Rohith will share a short company presentation after which, he will engage in a fireside chat with Smartkarma Insight Provider, <a href="https://www.smartkarma.com/profiles/alec-tseung/research" target="_blank" rel="noopener">Alec Tseung</a>. The Corporate Webinar will include a live Q&amp;A session.</p>
<h3>The Corporate Webinar will be hosted on Monday, 17 March 2025, 11:00 SGT. </h3>
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<h2><a href="https://share.hsforms.com/1H9pFZOB-RF2J00kbvMmxcw2c5gj?zoom_webinar_id=81421314008" target="_blank" rel="noopener">Register for the Webinar here</a></h2>
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<h3>About MoneyHero Group</h3>
<p>MoneyHero Group connects people to a better financial future. The mission at MoneyHero Group is to make all of life’s financial decisions a time saving and rewarding experience. MoneyHero Group educates consumers about personal finance, helps them decide which products are best suited for their needs, and facilitates getting the product. They connect financial institutions with their target customers and help them achieve their customer acquisition objectives.</p>

For our next Corporate Webinar, we are glad to welcome MoneyHero Group’s CEO and Director, Mr Rohith Murthy.
In the upcoming webinar, Rohith will share a short company presentation after which, he will engage in a fireside chat with Smartkarma Insight Provider, Alec Tseung. The Corporate Webinar will include a live Q&amp;A session.
The Corporate Webinar will be hosted on Monday, 17 March 2025, 11:00 SGT. 



Register for the Webinar here



About MoneyHero Group
MoneyHero Group connects people to a better financial future. The mission at MoneyHero Group is to make all of life’s financial decisions a time saving and rewarding experience. MoneyHero Group educates consumers about personal finance, helps them decide which products are best suited for their needs, and facilitates getting the product. They connect financial institutions with their target customers and help them achieve their customer acquisition objectives.

Smartkarma Corporate Webinar | MoneyHero Group: Driving Expansion and Innovation in Greater Southeast Asia

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<p>In the next installment of our Webinar series, in collaboration with ASEAN Exchanges, we go live with Smartkarma Insight Provider <a href="https://www.smartkarma.com/profiles/thomas-lam/research" target="_blank" rel="noopener">Thomas Lam</a>. </p>
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<p data-start="2" data-end="183">Australia and ASEAN have built a strong, enduring partnership over the past 50 years, culminating in the Australia-ASEAN Comprehensive Strategic Partnership (CSP) in 2021.</p>
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<p data-start="187" data-end="403">The CSP has accelerated inter-regional cooperation across key areas such as the energy transition, digital economy, health, and human rights, reflecting a shared commitment to regional stability and growth.</p>
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<p data-start="407" data-end="632" data-is-last-node="">In October 2024, the 4th ASEAN-Australia Summit in Vientiane, Laos emphasized the importance of connectivity, infrastructure development, and economic integration to support ASEAN's community-building efforts.</p>
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<p>Join us as Thomas Lam shares his expert analysis on the Summit, and what the Australia-ASEAN collaboration means for the future of the ASEAN region.</p>
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<h3>The webinar will be hosted on Wednesday, 26 February 2025, 16:30 SGT/HKT.</h3>
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<h2><a href="https://www.smartkarma.com/home/webinar-registration-form-feb2025/" target="_blank" rel="noopener">Register for the Webinar here</a></h2>
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<p><span style="font-size: var(--content-font-size);"><a href="https://www.smartkarma.com/profiles/thomas-lam/research" target="_blank" rel="noopener">Thomas Lam</a> has over two decades of experience in the realm of economics and finance, with expertise ranging from covering the global economy, deciphering financial markets, including macro forecasting, to advising on investment strategy. He commenced his career in New York, initially at a large money-center bank and then at a hedge fund. Thereafter, while in Singapore, he worked at two financial institutions and later joined academia. Tom has been consistently ranked among the top five most accurate economists in the world on forecasting the US economy overall (placed third, last published by the “Bloomberg Rankings of Top Forecasters”). During the Global Financial Crisis, he was also acknowledged as the second-best US forecaster worldwide.</span></p>
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In the next installment of our Webinar series, in collaboration with ASEAN Exchanges, we go live with Smartkarma Insight Provider Thomas Lam. 


Australia and ASEAN have built a strong, enduring partnership over the past 50 years, culminating in the Australia-ASEAN Comprehensive Strategic Partnership (CSP) in 2021.


The CSP has accelerated inter-regional cooperation across key areas such as the energy transition, digital economy, health, and human rights, reflecting a shared commitment to regional stability and growth.


In October 2024, the 4th ASEAN-Australia Summit in Vientiane, Laos emphasized the importance of connectivity, infrastructure development, and economic integration to support ASEAN's community-building efforts.


Join us as Thomas Lam shares his expert analysis on the Summit, and what the Australia-ASEAN collaboration means for the future of the ASEAN region.


The webinar will be hosted on Wednesday, 26 February 2025, 16:30 SGT/HKT.








Register for the Webinar here


Thomas Lam has over two decades of experience in the realm of economics and finance, with expertise ranging from covering the global economy, deciphering financial markets, including macro forecasting, to advising on investment strategy. He commenced his career in New York, initially at a large money-center bank and then at a hedge fund. Thereafter, while in Singapore, he worked at two financial institutions and later joined academia. Tom has been consistently ranked among the top five most accurate economists in the world on forecasting the US economy overall (placed third, last published by the “Bloomberg Rankings of Top Forecasters”). During the Global Financial Crisis, he was also acknowledged as the second-best US forecaster worldwide.







Smartkarma Webinar | Australia-ASEAN Summit: Prospering in Partnership