- 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.
In the next installment of our Webinar Wednesdays, we go live with Smartkarma Insight Providers, Pranav Bhavsar and Nitin Mangal. They will be sharing with us their Top Stock Picks in India. From trends, current opportunities, and insights on their picks, join us as we get the full picture from Pranav and Nitin.
The webinar will be hosted on Wednesday, 12 July 2023, 17:00 SGT/HKT.
Pranav Bhavsar is the Founder of ASA Capital Management, focusing on research on consumer themes and companies operating in India or global companies that have significant exposure to India or the Indian economy.
Nitin Mangal is a SEBI registered Research Analyst with more than 10 years of experience in Indian equities. He is Pioneer of Corporate Governance and Accounting Research in Indian Market and has successfully developed a product for Institutional Investors named as 'Analysis Beyond Consensus' during his association with Edelweiss Securities Ltd, Mumbai.
In the next installment of our Webinar Wednesdays, we go live with Smartkarma Insight Provider, Robert Ciemniak. Robert will be sharing with us his insights into China's Real Estate Outlook. From trends picking up in the industry, its current opportunities, and insights to stay on top of, join us as we hear more from Robert.
The webinar will be hosted on Wednesday, 5 July 2023, 17:00 SGT/HKT.
Robert Ciemniak is the Founder-CEO & Chief Analyst of Real Estate Foresight Ltd (REF) (www.realestateforesight.com), an independent analytics, research, and consulting firm based in Hong Kong and focused on the Mainland China property markets. Since 2012, REF has been helping investors with market research, project due diligence, and strategy development. This has ranged from detailed assessments and estimates on distressed developers' project portfolios to market due diligence on specific projects to macro-level questions linked to demand for commodities. The unique combination of the housing markets and developer data from data partner China Index Academy in Beijing, primary research, and technology-powered alternative data collection from public sources result in a valuable content set used in REF analytics and reports.
In the next installment of our Webinar Wednesdays, we go live with Smartkarma Insight Provider, William Keating. William will be sharing with us his insights on the semiconductor industry and where it is heading. From trends in the industry, its current opportunities, and the road that lies ahead, join us as we hear more from William.
The webinar will be hosted on Wednesday, 07 June 2023, 17:00 SGT/HKT.
William Keating is a highly experienced senior executive with over 25 years experience in the IT/Semiconductor Industry. The majority of Dr. Keating's career was spent at Intel Corporation where he held senior leadership positions in Europe, the US and Asia from 1992 through 2014. Since leaving Intel in 2014, Dr Keating established his own Technology Research & Consulting Company (www.ingenuity.hk) where he focuses on the products, roadmaps & technologies of companies, as well as the key equipment suppliers to those companies. Dr. Keating specializes in niche topics of high significance within the semiconductor industry. These include the future of Moore's Law and in particular the significance of Lithography in maintaining Moore's Law (EUV, SDA, NanoImprint), the role & growth of the GPU in specialised applications such as Deep Learning (Neural Networks) for Voice, Image & Pattern recognition at companies such as Facebook, Google & Baidu. He also holds regular discussions on the future of memory, in particular the rise of 3D NAND and the emergence of new memory technologies such as 3D Xpoint.