Category: 2023
Sameer Lakhani GCP – In Dubai, what offers better returns – off plan or newly refurbished homes?
With freehold buying, land value possibilities must always figure in calculations A house is a house is a house. Or is it? There exist myriad debates as to whether to buy old or new, budget or luxury, ready or offplan, as the financialization of economies
Sameer Lakhani GCP – Not just property, UAE companies too are fair game when it comes to deal making
This is why deals involving Network International or Sukoon-Ascana are happening now It is largely understood that asset prices are likely to be the most vulnerable to purely social movements because there is no accepted theory by which to understand the worth of these assets.
Sameer Lakhani GCP – Will UAE’s next round of IPOs offer sustenance against inflation?
Look through some of the recent UAE stock listings, and they do offer that cushion Money serves many functions, but perhaps the most important one is that of preserving wealth. When money supply increases, however, we have the phenomenon of too much money chasing too
Sameer Lakhani GCP – Dubai property deals start showing higher interest rate dynamic
Price corrections and deals at less than listed prices make a reappearance The UAE housing market feels weird. Despite interest rates having risen, transactional volumes are occurring at a torrid pace (albeit with a greater emphasis on the offplan market and skewed towards the luxury
Sameer Lakhani GCP – Stock and property market cycles never move in a perfect arc
Stock and property market cycles never move in a perfect arc Bankable returns are there in investments beyond the obvious ones All history is contemporary history. So it seems more than ever, where the norms of business and scholarly integrity of what is history and
Sameer Lakhani GCP – For investors, assured returns count most in these uncertain times
Investors will do well to pivot fast from higher risk asset classes David Foster Wallace in his seminal commencement speech in 2005 said, “There are two young fish swimming along when they meet an older fish who asks them ‘How’s the water?’. After swimming along
Sameer Lakhani GCP – Dubai expanding city’s urban base zone by zone is one winning strategy
Dubai expanding city’s urban base zone by zone is one winning strategy Established parts of the city get as much of a value lift from this approach Buildings are the bones of cities, with the streets, metros and railways their arteries and veins. The old
Sameer Lakhani – Chasing stock market returns in an age of 4% plus interest rates
As rates return to ‘normal’, stock market investors need to look deeper for real value The market narrative is perplexing to say the least over the last year. Traditional number crunching has suggested investing in stocks or bonds did not work at all, as the
Sameer Lakhani – Stock investors must narrow down decisions to first principles
Stock investors must narrow down decisions to first principles Fancy EPS valuations come with some extra padding, and let us not overlook that Most investors, when they commit, see only a stock price. They spend far too much time and effort – compounded by an