Sateesh Balani

Investment Professional with focus towards equities. like to learn about business models and philosophy

[Mubashir Zuberi @emzee117]

Property used to be the only way to build wealth. In the US that is already changing. In Pakistan, with 250 million people and less than 1% in capital markets, it has not even started. The gap is not access. It is awareness.

https://t.co/8GOq5BCy2x

[Sateesh Balani @sateeshb]

@Ryan_AZRealtor @DividendDynasty 20% of staff over next 2-3 years

[Sateesh Balani @sateeshb]

@Ryan_AZRealtor @DividendDynasty They did announce layoffs

[Sateesh Balani @sateeshb]

@Barchart They are still high compared to pre-2024. The prices increased in 2024 due to extreme shortages which seem to be on normalization track now.

[Sateesh Balani @sateeshb]

@RichardWedekin1 But when we check on Bloomberg, it shows remaining buy back almost one-third of market cap which actually makes me think why they have slowed down

[Sateesh Balani @sateeshb]

@Wolfspiritbln @oguzerkan You mean for BNPL segment?

[Sateesh Balani @sateeshb]

Interesting times ahead for global markets!

[Ole S Hansen @Ole_S_Hansen]

IMPORTANT: Japan’s long-dated bonds remain under pressure ahead of Friday’s fiscal package, with the 10-year JGB pushing to 1.77%—a post-2008 high—and the 20-year at 2.82%, the strongest since 1999. Rising yields signal that Japan’s multi-decade era of ultra-low rates is fading, and that carries implications well beyond the domestic bond market.

The central risk is when Japanese savers—households, insurers and pension funds—decide that domestic yields are finally attractive enough to shift money home. For years, low returns in Japan pushed large pools of capital into higher-yielding global bonds and equities, supporting foreign markets and keeping the JPY structurally weak.

As JGB yields approach levels that offer a credible domestic alternative, the incentive to repatriate increases. Even a gradual rotation would reduce Japanese demand for overseas assets and could tighten global financial conditions at the margin.

For FX markets, this is the potential turning point: higher JGB yields may encourage flows back into Japan, challenging the yen’s long-standing “funding currency” status. A shift from persistent JPY weakness to a stronger trajectory would disrupt carry trades and add a new source of volatility across global macro markets. #Japan #JGB #JPY
Chart: Bloomberg

[Sateesh Balani @sateeshb]

@amitisinvesting Its a wrong perception that they never touch tech. Is Apple not a technology company. They are sector agnostic as long as the opportunity makes sense on GARP!

[Shazia Ghani,PhD @shazia_ghani]

This book offers a roadmap for harnessing disruptive innovation to build a future of prosperity—one where individuals, rather than institutions, are at the center of economic transformation @UzairYounus @zafar_masud @nadeemhaque @rogueonomist

[Sateesh Balani @sateeshb]

Million-dollar question – What should be the strategy
- One of my colleagues shared a quote with me on Friday that said:
“The best thing one can do when it's raining is to let it rain.” - Henry Wadsworth Longfellow (20/20)

[Sateesh Balani @sateeshb]

US Tariffs – What has happened and what’s coming next?
The start of the month has certainly been historic moment for the global economy and financial markets as United States announced more than expected tariffs on multiple countries in the wide range of 10% to 49%. (1/n)

[Sateesh Balani @sateeshb]

- Consumer discretionary companies like Nike, Adidas, Lulu, Crox and Urbn may have to absorb tariff inflation in the near term and negative surprises can be huge. (19/n)