Episodes
In this conversation, Muhammad Ejaz, CEO of Arif Habib Dolen REIT discussed the significance of real estate investment, particularly in Pakistan, where awareness and understanding of Real Estate Investment Trusts (REITs) are limited. He explores the structure and benefits of REITs, using Dolman City REIT as a case study. The discussion also covers macroeconomic factors affecting the real estate market, challenges faced in Pakistan, the regulatory framework governing REITs, and strategies for...
Published 11/08/24
In this conversation, Fatiq Bin Khursheed, CEO of Finqalab discusses the economic landscape of Pakistan, emphasizing the importance of understanding market cycles and the impact of economic indicators on the stock market. He shares insights on identifying alpha stocks, investment strategies, and the significance of retail participation in the stock market. The discussion also highlights the need for financial literacy among investors and the role of platforms like Finqalab in educating new...
Published 11/02/24
In this conversation, Adnan Naqvi, Head of Corporate & Investing Banking Group at Pak Brunee Investmenet, discusses the various challenges and inefficiencies within Pakistan's financial landscape, focusing on the roles of development financial institutions, the banking sector, and the energy and textile industries. He highlights the importance of visibility in fund utilization, the impact of energy costs on competitiveness, and the need for targeted subsidies and documentation to improve...
Published 10/27/24
In this conversation, Raeda Latif, Chief Marking and Business Head at Pakistan Stock Market discusses the pivotal role of stock exchanges in capital markets, emphasizing their function in providing capital to companies and governments. She elaborates on the importance of investor education, the intricacies of the IPO process, and the benefits of Exchange Traded Funds (ETFs) and mutual funds. Raeda also highlights the significance of portfolio diversification and the evolving landscape of...
Published 10/27/24
In this conversation, Najam Ali, CEO of Next Capital, discusses the intricacies of investment strategies in Pakistan, emphasizing the influence of political views on market decisions and the importance of understanding the economic landscape. He highlights the neglected agriculture sector, the challenges faced by the banking industry, and the need for government reforms in the power sector. Najam also introduces Finqalab, a multi-asset investment platform aimed at enhancing investor...
Published 10/13/24
In this conversation, Yousuf M. Farook discusses the Pakistan Stock Exchange (PSX) as a listed company, focusing on its stock valuation, market trends, and investment strategies. He highlights the PSX's historical evolution, the importance of good business models, and the potential for future growth in the stock market. Yousuf emphasizes the significance of understanding position sizing and the long-term outlook for investors, particularly in relation to dividend yields and market...
Published 10/13/24
In this conversation, Ammar Yaseen discusses various aspects of investing in the stock market, focusing on the importance of understanding market dynamics, economic indicators, and the significance of education in making informed investment decisions. He emphasizes the need for patience, the combination of fundamental and technical analysis, and the importance of cash flow in evaluating companies. Additionally, he provides insights into the current economic landscape in Pakistan and offers...
Published 10/13/24
In this conversation, Yousuf M. Farooq discusses the dynamics of cyclical stocks, investment strategies for retail investors, and the importance of position sizing and portfolio management. He emphasizes the significance of long-term compounding and the psychological aspects of investing, particularly for those new to the stock market. The discussion also covers sector analysis, highlighting opportunities and risks in various industries, and provides practical advice for building a...
Published 09/22/24
In this conversation, Ali Nawaz discusses the current state of the Pakistan stock market, highlighting growth sectors. He emphasizes the importance of a diversified investment portfolio and the impact of political stability on market performance. Ali introduces the concept of the 'Magnificent Seven' stocks, which are identified as strong investment opportunities despite the challenging economic environment. He provides insights into specific companies and sectors, offering recommendations for...
Published 09/22/24
The conversation revolves around the importance of financial literacy and investing in the stock market. The guest, Furqan Punjani, shares his insights and advice on various topics related to investing. He emphasizes the need for patience and a long-term perspective in investing. He also discusses the benefits of dividend reinvestment and the importance of understanding risk appetite. The conversation concludes with a discussion on collaboration among content creators to promote financial...
Published 09/22/24
The conversation covers various topics related to investing in the US stock market from Pakistan. The main takeaways include the importance of investing through registered brokers, the benefits of diversification, the advantages of investing in the US market, the difference between ETFs and CFDs, the onboarding process for investing in US stocks through Elphinstone, the tax implications, the availability of Sharia-compliant options in the US, and the recommendation to focus on long-term...
Published 09/22/24
The conversation covers various topics related to professional investing and the stock market. The main themes include the importance of investing in oneself, the benefits of investing in the stock market, the impact of macroeconomic indicators on the market, the role of political stability, the strategy of diversification, the concept of dividend-paying stocks, and the identification of cyclical stocks. The conversation also touches on the value of education and research in making informed...
Published 08/23/24
Which PSX stocks and sectors have the potential to perform well in future? The conversation discusses the current state of the stock market in Pakistan and provides insights into the most preferred stocks and sectors with impressive returns. Industry experts share valuable insights related to dividend-yielding stocks and the banking and energy sectors. Moreover, the conversation focuses on macroeconomic stability, valuation, margin of safety, liquidity triggers, and investment strategies...
Published 08/21/24
The conversation focuses on the big question "Will KSE100 Index reach its 100,000 points target?" Moreover, the discussion also includes various topics related to Pakistan's economy, including challenges faced by businesses, the impact of macroeconomic and political instability, the future trajectory of interest rates, the government's policies and performance, the recent Pakistan budget 2024-2025, the stock market and the IMF program.
The guest, AAH Soomro, provides insights and analysis...
Published 08/21/24
Why is electricity bill is Pakistan so high? In episode 45, our conversation focuses on in-depth analysis of Pakistan's Power Sector Crisis and IPPs role. The conversation also touches on the challenges of renewable energy integration, grid constraints, and the need for consistent energy policies. The IMF program and its impact on the power sector are also discussed, along with potential solutions such as privatization and market-based reforms.
#electricitycostpakistan #pakistanenergycrisis...
Published 08/21/24
In this conversation, Wali Khan discusses the importance of personal finance and financial literacy. He emphasizes the need to understand different investment options and dispels misconceptions about the stock market and crypto. Wali also shares strategies for creating an effective budget and saving money consistently. He highlights the benefits of tracking expenses and using tools like Google Sheets. Additionally, he discusses the significance of side hustles and building a personal brand...
Published 07/26/24
Cycling is a versatile and expensive sport in Pakistan. The culture and infrastructure for cycling are not well-developed, leading to challenges for aspiring cyclists. Family and societal support for pursuing cycling as a career is limited. The academic culture in Pakistan focuses primarily on textbooks, leaving little room for hobbies and sports. The lack of opportunities and support for athletes in Pakistan is a major hurdle. However, there is hope for change, with a shift towards fitness...
Published 07/19/24
The conversation discusses various tax-related topics in Pakistan, including the concept of filers and non-filers, late filers, and the impact of tax rates on different income categories. It also covers the different types of taxes, such as withholding taxes and advance taxes, and their adjustable nature. The conversation highlights the need for financial literacy and awareness about tax filing, as well as the importance of becoming a filer to avoid higher taxes. The availability of digital...
Published 07/14/24
The conversation discusses the factors that have influenced the stock market in Pakistan, including interest rates, economic stabilization, and foreign investment. The target for the stock market by December 2024 is 85,000 points, with the potential for some adjustments depending on inflation and interest rates. The market has seen a significant bull run, but it is still at a 50% discount to the long-term average valuation. Foreign investment has increased in the past six months, but it is...
Published 07/07/24
In this video, Khizar Kahloon shares his checklist of eight points for technical analysis. He emphasizes the importance of following the trend, analyzing candlestick patterns, identifying support and resistance levels, and drawing trend lines. He also discusses the significance of divergences, Fibonacci retracement, chart patterns, and market behaviors. Khizar emphasizes the importance of backtesting and practicing these techniques on charts to become a skilled technical analyst. He also...
Published 06/29/24
The conversation explores the impact of mental health on individuals and society. It discusses the stigma surrounding mental health in the country and the role of cultural and religious beliefs in contributing to this stigma. The conversation also highlights the common mental health issues faced by youth, such as anxiety and the constant comparison on social media. It delves into the impact of mental health on professional life, particularly in high-pressure environments, and emphasizes the...
Published 06/29/24
In this conversation, Ehtesham Khan, CMT, CFTe, Founder & CEO, EK Global Capital, discusses the use of AI and machine learning in investment decision making and technical analysis. He explains how AI-driven momentum investing outpaces classical investing by leveraging machine learning algorithms to capture market trends. He emphasizes the importance of having a good database and using advanced data analysis techniques to make informed investment decisions. Ehtesham also discusses the...
Published 06/17/24
The conversation covers various topics related to the Pakistan stock market and its development. It discusses the transformation of the stock market from open outcry to automated trading, the role of debt securities in the market, the comparison of the Pakistan stock market with other regional markets, and the patterns observed in boom and bust cycles. The conversation also touches on the impact of foreign investment, the challenges faced by the stock market, and the need for financial...
Published 06/09/24
The conversation covers a detailed analysis of Pakistan's Budget FY 2025, IMF influence, tax-to-GDP ratio, fiscal deficit, economic stability, inflation, LSM numbers, and the impact on various sectors of the Stock Market. It also delves into equity research, commodity super cycle, international oil prices, and the impact on Pakistan's macros. The discussion further explores the impact of IMF programs, non-tax revenue, technology sector, and investment rationale. The conversation concludes...
Published 06/04/24