Mr. Smith is the Japan strategist for top-ranked Asian research house CLSA Securities. He has been a resident of Japan for a quarter century. In the 1990s, he worked for Jardine Fleming Securities, where he was a top-ranked oil and chemical analyst heading their global team.
He spent much of the early 2000s in hedge funds, first at Penta Investments, then at Falcon Pacific, a firm he set up with former Penta colleagues.