Blog

EconomyFinance

Pakistan Macro Blog: Entanglement

Dear Friends, The state of the economy worries me. Last week's Monetary Policy Statement (click…

adminFebruary 13, 2020

EconomyFinanceInvestmentStocksUncategorized

10 for 20 – My Predictions for 2020

Dear Friends, Mia culpa. Yes, I am late to the party. Most of my peers…

adminFebruary 13, 2020

EconomyFinance

Pakistan Macro Blog: Breaking The Balance of Payment Trap

Dear Friends,  I got back to Karachi on Saturday. Over the last weekend, my colleague…

adminDecember 26, 2019

EconomyFinanceInvestmentStocks

Anatomy of an early bull market

Dear Friends, Over the past couple of months, I have been busy working for a…

kasbDecember 14, 2019

EconomyFinanceInvestmentStocks

Notes from DC

Dear Friends, I spent most of the last month in Islamabad and then in the…

kasbOctober 16, 2019

EconomyFinanceInvestmentStocksUncategorized

Lessons from Mobius

Dear Friends, As the readers of my blog will probably realize, I have spent the better…

kasbSeptember 17, 2019

EconomyFinanceInvestmentStocks

Potential impact from Saudi Aramco attack

Dear Friends, The Asian markets will open up over the next couple of hours and…

kasbSeptember 15, 2019

EconomyFinanceInvestmentStocks

Notes from Islamabad

Dear Friends, I am in Islamabad this week. The general feeling I get is that…

kasbSeptember 9, 2019

EconomyFinanceInvestmentStocks

3Q19 Themes: Finding a floor

Dear Friends, In my view, the behavior of the stock market indicates that it is…

kasbAugust 21, 2019

EconomyFinanceInvestmentStocks

Tracking the herd

  Dear Friends, A frequent question I get from investors is "what is the market…

kasbAugust 2, 2019