Invest Banker I Tech Entrepreneur I Eco & Invest Strategy I Sapiosexual I Claim to Fame: makes unforgettably fantastic tea!
Apr 11 • 6 tweets • 1 min read
Pakistan can improve growth in a challenging scenario:
ADB expecting 15% inflation in 2025 is late; IMFs 18% by Dec-24. Its all mostly due to high base-effect. Central Banks do not adjust rates on base-effects. MoM inflation reading is a little eased off but still strong.
1/nn
Global Oil is rising again, due to Red sea issue, though slowdown in China is helping, but geo-conflicts keep Oil prices from coming down significantly, to result in higher import bill, keeping PKR in check. Pak needs to create $ liquidity for higher growth/lower inflation...
2/n
Nov 28, 2021 • 25 tweets • 5 min read
A small thread on why Real Estate (RE) is preferred by most (sponsors/businessmen, politicans, brokers, traders etc.) vs the Stock Market:
Little/no taxes, documentation, execution ease, quick cash exchange and huge secondary market, supported by vast network of brokers...
1/n
...providing liquidity, options, turning it into thin-spread quick-buck market, r all the more reasons why most prefer to get into rent-seeking if this sort.
Tax incentives/uniformity of various taxes across asset classes for neutralzing cross-asset arbitrages is one thing..
2/n
Aug 29, 2021 • 27 tweets • 5 min read
A Short Thread on investors' rising preference in New Economy vs Conventional One - in Pakistan.
Investment Raise (Jun-Jul21):
-Total IPOs worth PKR 20bn or $126mn (record year!)
-Total Startup investments worth PKR 28bn or $177mn (excl. recent Airlift's & Bazaar's rounds).
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So, Startup investment has been 40% higher than what has been raised through conventional IPOs/Funds raised at PSX in FY21.
-Startup funding in 2021 to date is +$250mn.
Since 2015 to date:
-Total investment raised in IPOs is $480mn.
-Total investment in Startups is +$460mn.
2/n
May 16, 2021 • 10 tweets • 4 min read
Lets talk about something brilliant yet extremely underrated!
Its a long thread, but hope its worth it.
You know where the biggest interest-free Microfinance Bank of the world resides while creating a difference in the lives of bottom-of-pyramid? Europe, Americas, or ME?
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Its in #Pakistan, called @Akhuwat, which is a truly global story bringing shift in lives of the bottom of the pyramid with access to interest-free microfinance so they can learn to earn instead of having charity for life!
