Ep. 30: Navigating Stability, Growth, and Opportunities with Mubashir Zuberi
Description
The conversation covers various topics related to digital asset management, the economic situation in Pakistan, and investment opportunities. The main purpose of digital asset management is to increase capital market and investor base by promoting long-term investments. The number of savings in Pakistan is less than 10%, and there is a need to increase retail base to promote capital formation. The stability of the economy has improved, and there is momentum in the market. The banking sector in Pakistan is resilient and has shown good profit growth. The State Bank of Pakistan has decided not to reduce interest rates at the moment, focusing on bringing stability to the economy first.
Takeaways:
1. Digital asset management aims to increase capital market and investor base by promoting long-term investments.
2. Pakistan needs to increase its retail base to promote capital formation and improve the savings rate.
3. The stability of the economy has improved, leading to momentum in the market.
4. The banking sector in Pakistan is resilient and has shown good profit growth.
5. The State Bank of Pakistan is focusing on bringing stability to the economy before reducing interest rates.
Chapters
00:00 Digital Asset Management and Long-Term Investments
03:37 An introduction of Mushashir Zuberi: Who is he, and what does he do?
04:33 What is Mahaana Wealth, and how is it different from other AMCs in Pakistan?
06:20 What does Digital Asset Management Company mean?
07:40 What was the inspiration behind establishing Mahaana Wealth?
09:22 Increasing Retail Base for Capital Formation
10:20 What factors contributed to March's stability?
12:00 What factors are behind the KSE100's record-breaking performance?
14:15 Will the Pakistan Stock Market sustain its current performance and upside?
15:45 How would IMF's current Program shape Pakistan's economic landscape?
18:00 What does Moody's revision of the banking sector outlook mean?
19:40 What rationale could explain SBP's decision to keep the policy rate unchanged?
23:35 How sustainable the current account surplus be going forward?
25:05 How would the Inflation Trajectory be in the future?
26:40 What does the economic outlook of Pakistan look like in the near future?
28:00 What should investors be conscious of in the current & future economic environment?
31:45 How can individuals start their saving & investing journey with Mahaana Wealth?
34:15 What sectors would be promising for investors to follow in the coming period?
35:22 When should investors switch from low-risk to high-risk investments?
36:40 How does Mahaana Wealth help retail investors manage their savings and investments?
40:00 What companies in Pakistan do we invest in?
41:50 Why has System Limited not been performing?
43:55 What sectors benefit when Crude Oil prices go up? Refineries?
45:25 Will the exploration sector win if Crude Oil prices go up?
46:00 An advice for those who have aspirations to become Research Analysts?
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