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