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.
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.
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.
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.
In the next installment of our Webinar series, in collaboration with ASEAN Exchanges, we go live with Smartkarma Insight Provider Shifara Samsudeen.
- The Initial Public Offering (IPO) market in the ASEAN region has experienced significant transformations over the past five years.
- 2023 was a year of uncertainty due to global supply chain disruptions, rising inflation, and geopolitical tensions, prompting investors to exercise caution.
- As the region continues to navigate economic uncertainties and geopolitical challenges, the overall outlook remains cautiously optimistic, with potential for growth driven by strategic
reforms and sector-specific opportunities.
Join us as Shifara Samsudeen shares her expert analysis on these developments, and what they mean for the future of the ASEAN region's IPO markets.
The webinar will be hosted on Wednesday, 11 September 2024, 17:30 SGT/HKT.
Shifara Samsudeen has over fifteen years of experience in investment research, with exposure to the tech and telecom sectors. She has extensive knowledge in performing industry deep dives and KPI identification along with advanced client services. Prior to joining LightStream Research, Shifara was an Assistant Director at Acuity Knowledge Partners (previously Moody’s Analytics Knowledge Services). Shifara is an Associate Member of CIMA – UK.
- In the next installment of our Webinar series, in collaboration with ASEAN Exchanges, we go live with Smartkarma Insight Provider Said Desaque.
- Courtesy of strong economic data, financial markets have significantly revised their expectations for Fed policy in 2024.
- The June FOMC meeting is pivotal, with upcoming information potentially shaping forward guidance for the next year.
- Ending quantitative tightening (QT) could have several implications for ASEAN credit markets, such as benefiting economies with substantial USD-denominated corporate borrowing.
Join us as Said Desaque shares his expert analysis on these developments and what they mean for the future of ASEAN financial markets.
The webinar will be hosted on Wednesday, 5 June 2024, 17:30 SGT/HKT.
Said Desaque is a professional economist with over 35 years of experience covering the global economy, with significant expertise in the US, China, Japan and emerging markets. He worked with US investment banks for over 25 years covering institutional investors in Europe, Middle East, Far East and Australia. Covers financial markets on a multi asset basis. Said has been an independent economist covering the global economy and financial markets for over 10 years since founding DeSaque Macro Research in London.
- In the next installment of our Webinar Wednesdays, we go live with Smartkarma Insight Provider Hemindra Hazari
- He will be sharing with us more about Disclosures and Governance in Indian Banks.
- From current opportunities, to what we can expect next in the space, join us as we get the full picture from Hemindra.
The webinar will be hosted on Wednesday, 2 August 2023, 17:00 SGT/HKT.
Hemindra Hazari is a Securities & Exchange Board of India (SEBI) registered research analyst with over 25 years experience in the Indian capital markets with a specialization in banking and economy research and has managerial experience of establishing profitable equities business, leading and mentoring analysts. He has worked with prominent foreign and domestic capital market firms such as UBS, Societe Generale, HSBC, ASK Raymond James and Karvy Stock Broking and is a regular guest on business media channels and is respected for his non-consensus view on stocks and the market.