The Kahloon Podcast

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 eco...

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 conversa...

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 avail...

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...

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 macroec...

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 Pakista...

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 solut...

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 She...

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...

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, a...

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 l...

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 backtest...

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 men...

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...

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 o...

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 I...

The conversation revolves around the expectation of a rate cut by the State Bank of Pakistan and the potential impact on the economy. The guest, Mustafa Pasha, provides insights into the State Bank's rationale for keeping the rates unchanged, including high inflation, geopolitical uncertainties, and potential taxation measures. Overall, the conversation highlights the importance of understandi...

Investment banking is a prestigious and preferred career choice for those in the finance and accounting profession. It involves selling ideas and advising services in your network, requiring strong selling and networking skills. Key qualities for success in investment banking include dependability, responsibility, in-depth knowledge of numbers, critical thinking, and strong communication and prese...

Dr. Masood Rashid, a Pakistani businessman and trader, shares his insights on the stock market and trading. He emphasizes the importance of selling stocks at the right time and not holding onto them for too long. He believes that technical analysis, fundamentals, and news play a role in trading, but the most important factor is temperament. He discusses the significance of support and resistance l...

Insurance companies have a big impact on the market, and their buying and selling decisions influence retailers. The economy is currently going through a phase of stagnation, with flat GDP growth and high inflation. However, there are signs of improvement, albeit slow. The stock market has performed well and still has potential for growth. Diversification is important in investment, and it's c...

Mathias Althoff, the CEO of Tundra Fonder, discusses his experience investing in frontier markets, particularly Pakistan. He emphasizes the high growth potential of these markets and the importance of finding quality companies with a positive impact on society. Althoff also shares his views on sustainability and the companies that have impressed him in terms of their initiatives. He advises invest...

In this podcast, Khizar Kahloon discusses three topics: job search, career success, and time management. He provides five important points for job seekers, emphasizes the importance of doing what you love for career success, and shares his personal time management strategies. Khizar highlights the need for effective communication and persistence in job search, the value of being the best at your w...

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...

The oil and gas marketing companies (OMCs) in Pakistan face challenges due to regulated pricing, circular debt, and smuggling. However, the demand for petroleum products is increasing due to a growing middle class and increasing car sales. OMCs have the potential for growth and profitability, especially if the sector becomes unregulated. PSO is the largest OMC and is impacted by circular debt, but...

This conversation explores the concept of mentoring and its benefits for both mentors and mentees. It discusses the differences between mentoring and coaching, as well as the distinction between mentoring and career consultation. The qualities of a good mentor are highlighted, along with practical steps for building and structuring a mentoring relationship. The challenges faced by mentors and sign...