Blog

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

EconomyFinanceInvestmentStocks

Pakistan Macro Blog: Carpe Diem 21st July 2019

Dear Friends, The past few weeks have been noisy in Pakistan. IMF published its detailed Staff…

kasbJuly 21, 2019

Economy

Pakistan Macro Blog: Beyond Budget FY20

Dear Friends, The national budget will be announced tomorrow. The previous two were a bit…

kasbJune 10, 2019

Investment

Emerging Market Woes

Our views on Pakistan's economy and market Dear Friends, Over the last week, I have…

kasbJanuary 5, 2017