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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

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