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More on the uselessness of CFA Charter: UBank edition
One expected better analysis from Managing Director, CFA, FRM
Oct 23, 2023
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DMKM
2
Islamic Mutual Funds: Pitfalls of Self-Regulation and a Revolving Door
Is Al Meezan winning CFA Awards for beating irrelevant benchmarks?
Oct 23, 2023
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DMKM
Islamic Mutual Funds: Ball now in SECP and MUFAP court
MSF has corrected the benchmark. Next Islamic Money Markey funds need to move away from bank deposit rates to a better benchmark.
Oct 7, 2023
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DMKM
Islamic Mutual Funds Respond: Leading to more questions.
I wrote a post on Al Meezan Sovereign Fund’s (MSF) flawed benchmark asking tongue-in-cheek if this makes the benchmark unIslamic. The Profit published…
Oct 5, 2023
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DMKM
Master Tiles: There are no heroes in this story
Part Deux
Oct 2, 2023
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DMKM
September 2023
Islamic Mutual Funds: How Islamic Are Their Benchmarks?
Exploring the Discrepancy Between Investment Returns and Outdated Benchmarks
Sep 28, 2023
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DMKM
August 2023
Pakistani Hedge Funds #3: Pak Kuwait Investment Company is leverage on steroids.
PKIC's position in GoP securities is almost one-tenth of the entire banking sector of Pakistan and the size of its repo is almost one-third of SBP's…
Aug 29, 2023
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DMKM
2
Who is Danish Elahi? A white knight VC, a takeover artist, or a business genius.
Protagonist of a family drama involving a tragic death, forgeries, successful and unsuccessful takeovers, child abduction, sexual assault, torture and…
Aug 1, 2023
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DMKM
4
July 2023
Q1 2023 performance of Pakistan's Two Hedge Funds: U Microfinance Bank (UBank) and Pak Kuwait Investment Company (PKIC)
Picking up "do paisay" in front of steamroller.
Jul 20, 2023
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DMKM
Daewoo Pakistan: The story that wasn't told
Takeovers or share purchases appear to be the flavor of the month at this substack. The last two posts were Nishat Group purchasing shares of PakGen…
Jul 7, 2023
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DMKM
June 2023
Nishat Group #3: Hostile takeover of Adamjee Insurance
This is my third post in my series on Nishat Group which started with Shahzad Saleem’s tweet. It will be another wonky post and is about one of the…
Jun 30, 2023
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DMKM
1
Nishat Group #2: In breach of Securities Act 2015
When will SECP take action against Nishat Group?
Jun 21, 2023
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DMKM
4
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