5 reasons why not to invest in pakistan tie con 2015 karachi
TRANSCRIPT
TOP 5 REASONSTO STAY THE $#%@ AWAY FROM
P A K I S T A N
An Investors Guide
Monis Rahman, ROZEE.PKTIECon 2015 Karachi
Pakistan is the World’s most
dangerous country
#5
Monis Rahman, ROZEE.PKTIECon 2015 Karachi
Incident Location Deaths Population Percentage
Murder St. Louis, USA 159 318,000 0.05%
Car Accident USA 32,719 316,000,000 0.01%
Terrorist Violence Pakistan 1,781 190,000,000 0.0009%
You are 50 times more likely to be murdered in St. Louis than killed in a terrorist attack in Pakistan
You are 10 times more likely to be killed in a car accident in the US than killed in a terrorist attack in Pakistan
*** 75% of VC funded startups fail - worried about 0.0009%? Really? ***Monis Rahman, ROZEE.PKTIECon 2015 Karachi
Pakistan is small market with little
purchasing power
#4
Monis Rahman, ROZEE.PKTIECon 2015 Karachi
■ 190 Million People○ World’s 6th most populous country
■ GDP (PPP) of $835 Billion in 2013○ World’s 26th largest GDP○ Higher than Netherlands, Malaysia and UAE
■ 54% of Population is youth○ Rapidly growing middle class consumers○ Motorcycle sales increased 4X over last 10 yrs
■ 37M people with GDP per capita > $12,200○ Comparable to South Africa and China
Monis Rahman, ROZEE.PKTIECon 2015 Karachi
Pakistani economy is failing
#3
Monis Rahman, ROZEE.PKTIECon 2015 Karachi
■ Retail Sector is BOOOOMING○ Clothing, electronics, food, healthcare, FMCG,
automotive○ GDP growth rate does not reflect market
■ Real Estate Prices are doubling○ 50% to 100% growth quite
common in USD terms○ Still undervalued compared to
India■ KSE World’s 2nd Best Performing
stock market in 2013Monis Rahman, ROZEE.PKTIECon 2015 Karachi
Pakistan lacks scalable payment
mechanisms
#2
Monis Rahman, ROZEE.PKTIECon 2015 Karachi
■ Rapid emergence of branchless products○ UBL Omni, EasyPaisa, Mobicash, TimePey○ Bank Alfalah, JS Bank, Others
■ IBFT Web Banking Huge Success○ Secure account to account transfer across all
banks○ Online APIs
■ COD Logistics Providers○ TCS, BlueEx, Leopard○ Entrepreneurs rushing to fill this space
Monis Rahman, ROZEE.PKTIECon 2015 Karachi
Pakistan is not online
#1
Monis Rahman, ROZEE.PKTIECon 2015 Karachi
■ 30 Million Internet Users○ Growing to 65 Million over next 5 years○ Larger than UK, Australia, South Africa, Saudi Arabia
■ 10 Million 3G Users○ 15 Million smart phones
Monis Rahman, ROZEE.PKTIECon 2015 Karachi