Ayub Khuhro

Warrior in a suit.

[Miftah Ismail @MiftahIsmail]

Is Islamic banking Islamic?

In my column I examine if Islamic banking in Pak is just based on interest rates or is it close to Islamic ideals. https://t.co/2TjpM0k2UG

[Ayub Khuhro @khuhro]

@AmerSharifOFCL Yield differential is too high between 1M/3M vs 12M. 12M is already come off from highs seems two weeks as war sentiments die down.

Optimal play 20% 1yr TbIll and 80% in financial sector mutual with any amc till MPS or clarity on inflation/oil prices outlook

[Jeffrey Currie 🆔++ @CommodMkt]

Welcome to the most asymmetric trade in modern financial history.

The thread below lays out why. The opportunity exists because capital has chased the AI trade while ignoring the physical assets AI requires to run — assets that have quietly become the best-performing asset class of the decade. Since October 2020 when we first called for the commodity super cycle: QCI Total Return +217%, GSCI Total Return +205%, Gold +140%. NASDAQ trails at +130%. S&P 500 at +85%. The top three are all commodities. Yet oil cannot get out of its own way while copper and the broader atom complex prints fresh highs . That is the dislocation. That is the trade.

Get long. Buckle in. Hang on for the ride.

Forgive the longer posts in this thread — attempting to mimic my old 10-bullet commodity takes. On to it.

[Ahfaz Mustafa @ahfazmustaf]

915 pre open
930 trade match
932 open
937 halt
937 - 1037 samosa, chai, patties portfolio calculation etc etc.
1037 market open

[NADRA @NadraPak]

A Digital ID is legally equivalent to a physical ID card. However, some offices and service providers are still asking citizens to present a physical card or photocopy instead of accepting the Digital ID available through NADRA services.

[Open Square Capital @OpenSquareCap]

Goldman assuming that Strait of Hormuz reopens in 5 days. Flows normalize by mid-April. Q2 avg Brent price $76/bbl.

[Ayub Khuhro @khuhro]

@AmerSharifOFCL For individuals I don’t think this would be Final Tax. It would end up as profit on debt and become part of normal taxable income + 7B if crosses 5mn

[Board of Peace @BoardOfPeace]

The Board of Peace welcomes Pakistan as a founding member of our growing international organization.

[Aria Westcott @AriaWestcott]

Google’s Gemini just killed consulting as we know it.

Here are the 3 prompts I use to get McKinsey-grade answers instantly 👇

[Kevin Gee @kevg1412]

New Mauboussin Paper

https://t.co/P4Znx35Pwt

[Rishabh @Rixhabh__]

STOP TELLING CHATGPT “ACT AS AN EXPERT STOCK MARKET TRADER”.

Bad prompt = Bad result.

Use these prompts instead and see the magic:

[Ayub Khuhro @khuhro]

@rogueonomist Fractionalized investment REIT fund for real estate appreciation with tax efficiency and liquidity

[Epic Maps 🗺️ @theepicmap]

Thread of Cool Maps That Will Make You Amazed 🧵

1. All roads lead to Rome

[Ali Farid Khwaja @afkhwaja]

Banking stocks up today on the back of @KASBSecurities research report on the sector. Great call by Fawad Basir. #pakistan #risingpakistan

[Elon Musk @elonmusk]

Better version

[Abdul Rehman Najam @ARNOfficiall]

- $4Bn reserves

- $30Bn repayments in next 2 years

- Dynamics of new IMF programme

- Political instability – elections/no elections??

- What will 🇵🇰🇵🇰 economy look like in FY24, can it continue like this?

- How to prepare yourself

🧵 Let’s build some scenarios 🧵

1/22

[Ayub Khuhro @khuhro]

@Sabbandkardo Airblue transaction.

[Ayub Khuhro @khuhro]

@YousufMFarooq Some truth to it that it contributes to higher spread. But bulk of it coming from highest % of Zero cost deposits !

[Ammar Khan @rogueonomist]

If there is one policy measure that completely screwed the country's financial system is tax on cash withdrawals. From the moment it was implemented, Currency in Circulation increased massively & informal economy expanded.

If we do the same again, it will be a complete disaster

[Ayub Khuhro @khuhro]

@AliKhizar Really ? You went to meet this guy ?!!?