Table of Contents
I had the pleasure of speaking with Raghav ("Raj") Kapoor, the founder and CEO of the independent research platform Smartkarma.
Here are the highlights of our discussion:
- Brief introduction to Raj and what he's doing at Smartkarma (1:00)
- Where Raj is spending most of his time currently (2:28)
- Raj's investing approach: long-term dividend growth (4:06)
- Singapore's post-2024 bull market in context (5:18)
- Which of Singapore's policy reforms have proven effective? (9:10)
- What the Equity Market Development Program funds have invested in (10:30)
- Why Japan's and Korea's Value Up programs were successful (13:45)
- Raj's views on the Korean financial services company and index provider FnGuide (064850 KS) (19:50)
- Which Asian markets are international investors over- and underallocated to within Asia (24:33)
- Raj's updated views on Japanese SaaS companies (30:56)
- The value in equities in the Philippines, Indonesia, and Thailand (38:10)
- The positive aspects of Malaysia's growth story (45:32)
- Smartkarma's new platform pvtIQ (47:45)
- The target clients of the new platform (52:28)
- Why Asia's IPO markets have yet to take off (56:30)
Disclaimer: Asian Century Stocks uses information sources believed to be reliable, but their accuracy cannot be guaranteed. The information contained in this publication is not intended to constitute individual investment advice and is not designed to meet your personal financial situation. The opinions expressed in such publications are those of the publisher and are subject to change without notice. You are advised to discuss your investment options with your financial advisers to understand whether any investment is suitable for your specific needs. I may, from time to time, have positions in the securities covered in the articles on this website. Again, this is not a recommendation to buy or sell stocks.
