Industrial groups bidding to own their own electricity distributor is vertical integration against a supply risk — and a conflict that needs ring-fencing.
22 Sep
Everything Pakistan earned and spent in foreign currency across the whole week nets out at about $61 million. Import cover was not published.
18 Sep
Diesel rose 56% more than petrol in rupee terms and gets no relief at all — and diesel is the fuel that carries inflation into everything else.
16 Sep
A hawkish hold with a named 50-100bp hike in reserve — and a Rs75 billion fuel subsidy that shifts inflation from the CPI into the deficit.
15 Sep
August rose 16.5% on last year but only 0.7% on July. Saudi Arabia and the UAE alone account for 44.4% of the monthly inflow.
10 Sep
The estimate multiplies 50,000 projected sales by a Rs3 million average concession. Both inputs, and the source, deserve scrutiny.
8 Sep
Pakistan has raised $3 billion in its largest ever Eurobond. The finance minister's response was a warning that new financial structures must mobilise real capital.
4 Sep
The KSE-100 fell 1,690 points to 174,776 as crude rose 7% on US-Iran escalation. Banks accounted for a third of the decline — a bet that the easing cycle is over.
3 Sep
Pakistan's CPI rose to 11.2% in August, back into double digits. Wheat is up 87% year-on-year and petrol carries Rs116 a litre in taxes. Core inflation is 8.5-8.8%.
2 Sep
Finance Minister Aurangzeb says the US-Iran war threatens Pakistan's growth and inflation outlook, with Hormuz carrying a fifth of global oil. He also forecasts growth above 4%.
1 Sep
Pakistan's PPRA Rules 2026 are stalled over Rule 32-F, which lets government bodies award contracts directly to state enterprises. The IMF wants it confined to exceptional cases.
31 Aug
Pakistan has asked Washington for a $10 billion exchange stabilisation facility, framed as a confidence signal rather than a loan. What the US gets has not been stated.
27 Aug