Category: Columns

Matein KhalidMy digital purdah came to an end with a bang and not a whimper as Powell made it clear that it is "very

Matein Khalid I was invited by Geneva's Bank Syz for a fascinating discussion with its CIO Charles Monchau and some of my close friends who

Matein Khalid Investor | Family Office CIO | Portfolio Strategist | Board Advisor | VC | Finance ProfessorBrazil will elect its next president on Sunday.

Matein Khalid Investor | Family Office CIO | Portfolio Strategist | Board Advisor | VC | Finance ProfessorThere will be a bloodbath in Nasdaq's Big

Matein KhalidMicrosoft is down 7.8% as I write as the thesis I outlined yesterday for the 330 short is sadly playing out and now

Matein Khalid Investor | Family Office CIO | Portfolio Strategist | Board Advisor | VC | Finance ProfessorRussia's terror bombing of Kiev, Lviv and Odessa

Matein Khalid Investor | Family Office CIO | Portfolio Strategist | Board Advisor | VC | Finance ProfessorLiz Truss will go down in history as

Matein Khalid Investor | Family Office CIO | Portfolio Strategist | Board Advisor | VC | Finance ProfessorI have always fantasized about buying into a

Matein Khalid Investor | Family Office CIO | Portfolio Strategist | Board Advisor | VC | Finance ProfessorSeptember CPI was a disaster and now makes

Matein Khalid Investor | Family Office CIO | Portfolio Strategist | Board Advisor | VC | Finance ProfessorThe Microsoft 320 short idea is a beauty

Matein KhalidKing Dollar, aggressive Federal Reserve monetary tightening, an oil shock, recession in Europe/China and pandemic related hits to world trade have converged to

Matein KhalidThe 20 year highs in King Dollar and 18% rise in its trade weighted index in the past year has rewritten the rules

Manish RaiTehreek-e-Taliban Pakistan (TTP) in June this year declared an indefinite ceasefire to facilitate peace talks being brokered by the Afghan Taliban. But there

Matein KhalidBrent crude was grossly overvalued at 124 in June and black gold has come down as supply angst is replaced by the very

James M DorseyThe Biden administration is mulling whether to grant Saudi Crown Prince Mohammed bin Salman sovereign immunity in a case related to the

Matein KhalidA country should never be dependent on the kindness of strangers - hot money inflows from global bond markets to fund a bloated,

Manish Rai With the recent killing of Al-Qaeda (AQ) chief Ayman al-Zawahri in Afghan capital Kabul a lot of speculation is happening on the future

Matein KhalidMortgage rates in the UAE have now doubled from 2% to 4%. My view on a protracted inflation cycle and a sharp rise

Matein KhalidThe year 2022 has been an annus horribilis for Pakistan's sovereign debt, even by the dismal standards of the emerging markets. Political stability

Matein KhalidBrent's rise to $103 is entirely rational on short covering, the Friday rally in risk assets and the absence of any firm commitment

Matein KhalidMy strategy recommendation to my friends was to short Brent crude at or above $120 for the $65 target I got from the

Imran Khalid Indubitably, Pakistan is nowadays passing through one of the most turbulent periods in its recent history. On the surface, it is a serious

By Manish Rai Recently India has reinvented its engagement policy with the Taliban. As in the first week of June, a high-level Indian diplomatic delegation led

Dr Imran  Khalid “We must be prepared for this to last for years. We must not weaken in our support for Ukraine, even if the