Smartkarma Webinar | Southeast Asia E-Commerce: H1 Data, Key Developments & Forecast with Cube
For our next Webinar we are glad to welcome Cube's Co-Founder and Smartkarma Insight Provider, Simon Torring.
In the upcoming webinar, Simon will share key updates about Southeast Asia's e-commerce industry, including newly released H1 market data for the region's leading e-commerce platforms, from the firm's proprietary Tradewinds data offering.
The session will also touch on key industry developments such as platform competition, promotional intensity, and Shopee's expansion in Brazil, along with an e-commerce industry forecast.
The webinar will include a live Q&A session.
The Webinar will be hosted on Tuesday, 30 September 2025, 20:00 SGT.
About Cube
Cube (formerly Cube Asia) offers granular market data and insights for online retail in Southeast Asia, helping brands and retail companies drive profitable growth.
Why The Cube?
The Cube offers 3 dimensions of granularity to help you get deep into the 1) geographies, 2) categories, and 3) types of data and insights you need for your business.
They operate a big-data machine that is continuously listening to public data sources and primary research, triangulating across thousands of data points using probabilistic modeling to produce an accurate and granular picture of Southeast Asia’s online retail landscape.
Smartkarma Webinar | Dual Listings in ASEAN: Trends and Drivers
In the next installment of our Webinar series, in collaboration with ASEAN Exchanges, we go live with Smartkarma Insight Provider Angus Mackintosh.
Dual listings between ASEAN Markets are a relatively new concept, which allows locally listed companies to list on another exchange in the region, often under a Depositary Receipt (DR) scheme.
DRs can provide additional investment opportunities for domestic investors in the region, especially retail investors, and raise the profile of ASEAN as an attractive investment destination, creating larger pools of liquidity.
- By facilitating easier cross-border investment, this model aims to boost trading volumes, enhance the visibility of listed companies, and offer them access to a wider and more diverse investor base beyond their home market.
Join us as Angus Mackintosh shares his thoughts on the growing trend of dual listings in ASEAN, discussing the rise of Depositary Receipts, and which regional markets are leading this cross-border integration.
The webinar will be hosted on Wednesday, 16 July 2025, 16:30 SGT/HKT.
Angus Mackintosh has worked in equity sales and research for more than 25 years. He possesses in-depth knowledge of a wide range of companies, economies, and markets in Asia. Over his career, he has specialised in HK/China and ASEAN markets at various different investment banks, most recently heading equities in Indonesia for Bank of America Merrill Lynch in Jakarta for more than three years. In 2016, he joined Smartkarma as an insight provider, publishing research on the platform and working with business development to grow the platform.
Smartkarma Webinar | ASEAN Markets Outlook: Drivers, Policies & Risks in 2025
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.
Smartkarma Webinar | Australia-ASEAN Summit: Prospering in Partnership
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.
Smartkarma Webinar | ASEAN IPO Capital Market Outlook: Cautious Optimism Amid Economic Uncertainties
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.