Everything we've published.
Long-form reporting, sector deep-dives, and analytical dispatches on the forces shaping Pakistan's economy.
Portfolio Investment Returns to PSX — Smart Money or Short-Term Play?
Foreigners have returned to the KSE-100, but flows are tactical — $50–100M in and easily reversible. Liquidity is back. Long-term commitment isn't.
Reko Diq Moves Forward in 2026 — A Multi-Billion Dollar Investment Breakthrough
Feasibility, financing and infrastructure alignment are all firming up. If delivered, Reko Diq becomes Pakistan's largest-ever FDI story — and a hedge against critical-minerals dem…
Pakistan's Investment Gap Persists in 2026 — Why Capital Still Hesitates
Total investment is still below 15% of GDP versus 25–30% in emerging Asia. Predictability, not liquidity, is the missing input.
Pakistan Repositions in 2026 — Strategic Neutrality Becomes Economic Doctrine
In a fragmented global order, Pakistan is hedging rather than aligning — China, the West and the Gulf simultaneously. Pragmatism, not ideology, is driving foreign policy.
Pakistan–China Economic Corridor Evolves in 2026 — From Infrastructure to Industrial Depth
Phase two of CPEC is about SEZs, manufacturing and B2B linkages — not highways. Trade with China has crossed $25B, but the balance is still one-sided.
Pakistan–Gulf Axis Strengthens in 2026 — Beyond Aid to Strategic Economic Alignment
Riyadh and Abu Dhabi are no longer just underwriters. They're becoming structural economic partners — mining, agriculture, logistics — under Vision 2030 frameworks.
Trade Diplomacy Gains Ground in 2026 — Pakistan Expands Beyond Traditional Markets
Textiles still carry 55–60% of exports. Diplomacy is pushing hard into Africa, Central Asia and Southeast Asia to break the concentration.
Geopolitical Tensions Rise in 2026 — Pakistan Navigates a High-Stakes Regional Environment
Afghanistan, South Asia and US–China competition together define a difficult neighbourhood. Pakistan's geography is both leverage and liability.
Banking Sector Delivers Record Profits in 2026 — Windfall Gains or Structural Strength?
Sector earnings are on track for PKR 500–600 billion annualised, driven almost entirely by 20%+ policy rates. When rates normalise, so will the P&L.
Cement Industry Under Pressure in 2026 — Demand Falls Despite Capacity Expansion
Domestic sales are down 10–15% while installed capacity has crossed 80 million tons. Utilisation below 60% is squeezing everyone but the export-ready majors.
Textile Giants Hold Ground in 2026 — But Margins Are Getting Squeezed
Exports are steady at $16–17B a year, but energy tariffs, 20%+ borrowing costs and Bangladeshi competition are all cutting into margins.
Auto Industry Shows Signs of Recovery in 2026 — But Volumes Still Below Peak
Sales are up 20–25% YoY off a very low base. Localisation is improving, EV discussions are starting — but affordability is still the ceiling.