Unfolding corona

The story of this quarter solely revolves around the word “coronavirus” and why shouldn’t it , given the fact that it has turned the whole world upside down. It has not only inflicted emotional and psychological pain but also has made our economies and markets vulnerable. On the flip side, OPEC+ countries weren’t coming slow… Continue reading Unfolding corona

KASB Research Pakistan: CPI Inflation slows down to 10.24% during Mar20

CPI inflation has slowed down 10.24% during Mar20, in-line with our estimates of 10.30%, and has averaged 11.53% during 9MFY20. On a monthly basis, inflationary pressures largely subsided and inched up by a marginal 0.04%. We believe subdued inflation during Mar20 was supported in part by alleviating supply side pressures in the food segment (weight:… Continue reading KASB Research Pakistan: CPI Inflation slows down to 10.24% during Mar20

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Categorised as Economy

Macro Blog: Happy weekend

Dear Friends, I hear its a nice and sunny day in Karachi. London is also preparing for its spring. I’ll be honest, last week was very tough. We have been self-quarantined in almost a full lock-down with our two daughters, Mashal (9) and Manahil (6). I hear its mostly similar outside. In December, I spent… Continue reading Macro Blog: Happy weekend

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Can Pakistan’s economic decay be halted?

Expectations were sky-high when Imran Khan took over Pakistan’s reins in 2018 with most voters hoping that their financial well-being would improve. The Pakistan Tehreek-e-Insaaf (PTI) government has now been in power for approximately 18 months, and therefore, it would be a good time to gauge whether the hopes of their voters were misplaced or… Continue reading Can Pakistan’s economic decay be halted?

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Pakistan Macro Blog: Entanglement

Dear Friends, The state of the economy worries me. Last week’s Monetary Policy Statement (click here) reads mildly positive in its tone, but the finer print is not so rosy. The State Bank noted that due to shocks in cotton production and contraction in large scale manufacturing, the government will not meet its economic growth… Continue reading Pakistan Macro Blog: Entanglement

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Categorised as Economy

Pakistan Macro Blog: Entanglement

Dear Friends, The state of the economy worries me. Last week’s Monetary Policy Statement (click here) reads mildly positive in its tone, but the finer print is not so rosy. The State Bank noted that due to shocks in cotton production and contraction in large scale manufacturing, the government will not meet its economic growth target of… Continue reading Pakistan Macro Blog: Entanglement

Published
Categorised as Economy